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MODUS ADVISORS, LLC

EXCELSIOR, MN · CRD 291204 · IAPD ↗ · (952) 946-1000

$601.1MRegulatory AUM
5Advisory reps
8Employees
1Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — MODUS ADVISORS, LLC crossed $500M in regulatory AUM ($432.4M -> $514.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
March 2024 — MODUS ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.