Julia Marie Apodaca
Investment adviser representative at Modern Wealth Management, LLC
15 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
15 years in the industry.
- Modern Wealth Management, LLCJun 2025 to now
- Narrow Path Financial, Inc.Feb 2021 to Jun 2025
- TD AmeritradeApr 2019 to Jan 2021
- Studio DndNov 2016 to Aug 2020
- Tressie Boutique Fort Collins, LLC dba MklarenJun 2011 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7111646
- Firm CRD
- 324624