TZ
Travis Zsiga
MODERN WEALTH
Phoenix, AZ 85016
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CRD#: 8300386
TZ
Travis ZsigaMODERN WEALTH
Professional summary
Travis Zsiga is a registered financial advisor currently at MODERN WEALTH LLC located in Phoenix, Arizona.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Travis has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Zsiga's 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®
NoneExperience
Current
July 9, 2026 - Present
MODERN WEALTH LLC
Office #1: 2375 East Camelback Road Suite 600, Phoenix, AZ 85016RIA
CRD#: 331245
Phoenix, AZ
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
Arizona(7/9/2026)
Current Firm
MW
MODERN WEALTH LLC
MODERN WEALTH | MODERN WEALTH LLC
CRD#: 331245 / SEC#:
Arizona
Registered Investment Advisory firm - (5/30/2024 Approved)California
Registered Investment Advisory firm - (5/31/2024 Approved)Texas
Registered Investment Advisory firm - (3/7/2025 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (5/31/2024 Approved)Loading...
Contact information
Main Address
3133 W Frye Road Suite 101, Chandler, AZ 85226
Mailing Address
Phone number
(480) 269-2309
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 426 |
| AUM (Assets Under Management) | $ 21,805,425 |
Red Flags
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