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Morrie Wolbrum Reiff

Morrie W. Reiff

MODERN WEALTH MANAGEMENT
CALABASAS, CA 91301
Some features on this profile are disabled
CRD#: 1317814
Morrie Wolbrum Reiff

Professional summary

Morrie Wolbrum Reiff, CFP® is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Calabasas, California.

Morrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Morrie has worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morrie Wolbrum Reiff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1985

Experience

Current

April 11, 2025 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 27001 Agoura Road Suite 150, Calabasas, CA 91301
RIA
CRD#: 324624
CALABASAS, CA
Past

May 16, 2019 - April 15, 2025

M. S. HOWELLS & CO.

BD
CRD#: 104100
CALABASAS, CA
Past

May 5, 2010 - May 16, 2019

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
CALABASAS, CA
Past

May 4, 2010 - May 16, 2019

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
CALABASAS, CA
Past

February 8, 2010 - April 29, 2025

QUANTITATIVE STRATEGIES, INC.

RIA
CRD#: 117908
CALABASAS, CA
Past

February 8, 2010 - April 29, 2025

PLANNED ASSET MANAGEMENT

RIA
CRD#: 105986
CALABASAS, CA
Past

November 10, 2005 - December 8, 2010

AFA ADVISOR SERVICES LLC

RIA
CRD#: 129104
CALABASAS, CA
Past

September 3, 2003 - April 29, 2010

AFA FINANCIAL GROUP, LLC

BD
CRD#: 127648
EAGLE, ID
Past

November 16, 1998 - November 3, 2003

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

April 28, 1992 - November 16, 1998

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
CARLSBAD, CA
Past

November 7, 1989 - May 6, 1992

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

December 12, 1985 - November 7, 1989

VALUE EQUITIES CORPORATION

BD
CRD#: 13316
Past

August 21, 1985 - December 16, 1985

SAINT ANTHONY SECURITIES, INC.

BD
CRD#: 3476

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/11/2025)
IAR
Texas
(4/11/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/16/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/9/1986
General Securities Principal Examination

Current Firm

MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1712 Main Street Suite 400, Kansas City, MO 64108
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
253

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MODERN WEALTH MANAGEMENT WRAP FEE BROCHURE (3/20/2026)
MARCH 2026 ADV 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts30,617
AUM (Assets Under Management)$ 10,904,051,242

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624Calabasas, CA 91301

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