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Modum

Full company profile

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Namestring
Modum
Legal namestring
Modum Asset Management LLC
Websiteurl
modumam.com
Company typeenum
Private
Founded yearint
2019
Descriptiontext

Modum is an independent, fiduciary, and fee-only wealth advisory firm founded in 2019, serving high-net-worth individuals and families seeking personalized financial planning and investment management. The firm operates through two related entities: Modum Asset Management LLC, a federally registered investment adviser headquartered at 1345 Avenue of the Americas in New York, and its affiliate Modum Asesores, S.C., based in Mexico City, enabling cross-border wealth advisory services between the US and Mexico. There is no proprietary technology platform; client reporting and portfolio management are delivered through the third-party Addepar platform, indicating a traditional advisory operating model rather than a technology-led wealth management offering.

Modum generates revenue through investment advisory fees on a fee-only basis, with pricing structured around assets under management, flat fees, or hourly rates — none of which are publicly disclosed. Its go-to-market motion is enterprise field sales oriented, relying on direct, relationship-driven engagement between advisors and prospective HNW clients rather than digital self-service or institutional channel partnerships. Marketing presence is minimal: the firm maintains only a basic informational website and a LinkedIn company page, with client acquisition primarily dependent on professional network referrals and regulatory discovery via Form ADV. The firm does not advertise its AUM, client count, or financial performance publicly.

The competitive positioning centers on fiduciary duty, fee-only independence (eliminating commission-based conflicts), and US-Mexico cross-border expertise. No awards, patents, partnerships, management team details, funding rounds, or M&A activity are disclosed in the available data. The firm's scale (11-50 employees, two offices) and absence of disclosed growth signals mean that any forward-looking assessment of revenue trajectory or market momentum is constrained by significant data gaps.

Short descriptiontext

Modum is an independent, fee-only wealth advisory firm serving high-net-worth individuals and families across the US and Mexico, offering personalized fiduciary investment management and financial planning through offices in New York and Mexico City.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth advisory services, investment advisory, fiduciary wealth management, fee-only advisory, financial planning
Industry2 codes
1Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryNo
2Investment Management Advisory (RIA)
CodeFSAEAAABPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Fees
TypeSubscription Recurring
Description

Modum Asset Management LLC provides investment advisory services as a federally registered investment adviser on a fee-only basis. As a fiduciary firm, they are obligated to act in clients' best interests. The fee-only model typically charges either a percentage of assets under management (AUM), flat fees, or hourly rates for financial planning services. Additional services may be provided through affiliated Mexican entity Modum Asesores, S.C.

modum.com
Marketing channels1 record

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Modum is an independent, fiduciary, and fee-only wealth advisory firm that provides personalized investment advisory and wealth management services to clients. Investment advisory services are delivered through Modum Asset Management LLC, a federally registered investment adviser in the United States, with cross-border capabilities provided through its affiliate Mexican entity, Modum Asesores, S.C. The firm takes a strategic approach to helping clients achieve their financial goals through tailored wealth management strategies.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Modum is an independent, fiduciary, and fee-only wealth advisory firm offering personalized wealth management services. The firm is the parent of Modum Asset Management LLC, a federally registered investment adviser, and its affiliate Modum Asesores, S.C., a Mexican entity under common ownership. The company provides advisory services through its team and makes client reporting accessible via an Addepar platform login.

Product and service1 record
1Investment Advisory Services
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Modum

Wealth Managementmodumam.com

Modum is an independent, fee-only wealth advisory firm serving high-net-worth individuals and families across the US and Mexico, offering personalized fiduciary investment management and financial planning through offices in New York and Mexico City.

What Modum does

Modum is an independent, fiduciary, and fee-only wealth advisory firm founded in 2019, serving high-net-worth individuals and families seeking personalized financial planning and investment management. The firm operates through two related entities: Modum Asset Management LLC, a federally registered investment adviser headquartered at 1345 Avenue of the Americas in New York, and its affiliate Modum Asesores, S.C., based in Mexico City, enabling cross-border wealth advisory services between the US and Mexico. There is no proprietary technology platform; client reporting and portfolio management are delivered through the third-party Addepar platform, indicating a traditional advisory operating model rather than a technology-led wealth management offering.

Modum generates revenue through investment advisory fees on a fee-only basis, with pricing structured around assets under management, flat fees, or hourly rates — none of which are publicly disclosed. Its go-to-market motion is enterprise field sales oriented, relying on direct, relationship-driven engagement between advisors and prospective HNW clients rather than digital self-service or institutional channel partnerships. Marketing presence is minimal: the firm maintains only a basic informational website and a LinkedIn company page, with client acquisition primarily dependent on professional network referrals and regulatory discovery via Form ADV. The firm does not advertise its AUM, client count, or financial performance publicly.

The competitive positioning centers on fiduciary duty, fee-only independence (eliminating commission-based conflicts), and US-Mexico cross-border expertise. No awards, patents, partnerships, management team details, funding rounds, or M&A activity are disclosed in the available data. The firm's scale (11-50 employees, two offices) and absence of disclosed growth signals mean that any forward-looking assessment of revenue trajectory or market momentum is constrained by significant data gaps.

Modum firmographics

Firmographics
Name
Modum
Legal name
Modum Asset Management LLC
Website
https://modumam.com
Company type
Private
Founded year
2019
Operating status
Operating
Headcount range
11–50 employees
Short description
Modum is an independent, fee-only wealth advisory firm serving high-net-worth individuals and families across the US and Mexico, offering personalized fiduciary investment management and financial planning through offices in New York and Mexico City.
Ownership category
akta.pro rank

Where Modum is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Modum business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

  1. Investment Advisory Fees: Modum Asset Management LLC provides investment advisory services as a federally registered investment adviser on a fee-only basis. As a fiduciary firm, they are obligated to act in clients' best interests. The fee-only model typically charges either a percentage of assets under management (AUM), flat fees, or hourly rates for financial planning services. Additional services may be provided through affiliated Mexican entity Modum Asesores, S.C.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Modum product offering

Product offering

Core offering

Modum is an independent, fiduciary, and fee-only wealth advisory firm that provides personalized investment advisory and wealth management services to clients. Investment advisory services are delivered through Modum Asset Management LLC, a federally registered investment adviser in the United States, with cross-border capabilities provided through its affiliate Mexican entity, Modum Asesores, S.C. The firm takes a strategic approach to helping clients achieve their financial goals through tailored wealth management strategies.

Product overview

Modum is an independent, fiduciary, and fee-only wealth advisory firm offering personalized wealth management services. The firm is the parent of Modum Asset Management LLC, a federally registered investment adviser, and its affiliate Modum Asesores, S.C., a Mexican entity under common ownership. The company provides advisory services through its team and makes client reporting accessible via an Addepar platform login.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Advisory Services

Companies that use Modum

Customer profile

Segments1 record

Ideal customer profiles1 record

Modum technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Modum partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Modum competitors and assessment

Company assessment

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key highlights6 records

Customer concentration

Modum social profiles

Digital presence

Modum financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Modum leadership team

Management profile

Number of profiles

Modum funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Modum M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Modum

What does Modum do?

Modum is an independent, fiduciary, and fee-only wealth advisory firm that provides personalized investment advisory and wealth management services to clients. Investment advisory services are delivered through Modum Asset Management LLC, a federally registered investment adviser in the United States, with cross-border capabilities provided through its affiliate Mexican entity, Modum Asesores, S.C. The firm takes a strategic approach to helping clients achieve their financial goals through tailored wealth management strategies.

Is Modum a public or private company?

Modum is a private company. It is classified as unknown and is currently operating.

When was Modum founded?

Modum was founded in 2019. It employs 11 to 50 people.

Where is Modum based?

Modum is headquartered in New York, United States, in the North America region.

How does Modum make money?

One revenue line is on record: investment Advisory Fees.

Does Modum have an API?

No public API is recorded for Modum.

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