Mathew Christopher Lepak
Investment adviser representative at Modern Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mutual Securities, Inc.Jun 2026 to now
- Modern Wealth Management, LLCMay 2026 to now
- Flaharty Asset Management, LLCNov 2020 to now
- Private Advisor Group, LLCAug 2020 to Nov 2020
- LPL Financial, LLCJul 2020 to May 2026
- Keller Williams Classic GroupJun 2017 to Jun 2020
- My Friend In FinanceNov 2016 to Jul 2020
- Doyle Wealth Management, IncFeb 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2606121
- Firm CRD
- 324624