Blair Leavitt
Investment adviser representative at Modern Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 yearsFirm in business
Are you Blair Leavitt? Claim your profile
Contact this firm
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
11 years in the industry.
- Modern Wealth Management, LLCJul 2025 to now
- Jenna MartinAug 2023 to Jul 2025
- Es SolarApr 2023 to Aug 2023
- Frosty PalaceJan 2023 to Apr 2023
- Brigham Young University IdahoSep 2022 to Jan 2023
- Custom MarbleMay 2022 to Sep 2022
- Jack's Drive InMar 2020 to May 2022
- Vallivue High SchoolSep 2018 to Mar 2020
- Vallivue Middle SchoolJul 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 8144148
- Firm CRD
- 324624