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MODUM ASSET MANAGEMENT LLC

MEXICO CITY, Mexico · CRD 316200 · IAPD ↗ · modum.com · (332) 261-7382

$283.2MRegulatory AUM
4Advisory reps
5Employees
8Clients
0Planning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

1
April 2026 — MODUM ASSET MANAGEMENT LLC changed its website from modumam.com to modum.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
April 2026 — MODUM ASSET MANAGEMENT LLC reported RAUM up 64% ($172.9M -> $283.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — MODUM ASSET MANAGEMENT LLC reported RAUM up 242% ($50.6M -> $172.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — MODUM ASSET MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
65
June 2024 — MODUM ASSET MANAGEMENT LLC (MEXICO CITY, Mexico) is newly SEC-registered with $50.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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