William Sheldon
Mdrn Wealth · Venice, California
William Sheldon is a fee-only financial advisor at Mdrn Wealth in Venice, California. Mdrn Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mdrn Wealth |
|---|---|
| Based in | Venice, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.6M across 529 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, LA, NY, TX · CRD 7164537 |
| Exams passed | Series 65 (2026) · Series 66 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mdrnwealth.com |
How William's firm compares
- Mdrn Wealth's average account is about $190,000, from its Form ADV (assets managed divided by 529 accounts).
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Questions about William
Is William Sheldon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Mdrn Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Mdrn Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Sheldon based?
William Sheldon is based in Venice, California.
Is William Sheldon registered with the SEC?
Yes. William Sheldon is registered as an investment adviser representative in AZ, CA, FL, LA, NY and TX (CRD 7164537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mdrn Wealth manage?
Mdrn Wealth reports $100.6M across 529 accounts in assets under management.
How do I contact William Sheldon?
Through William's website, www.mdrnwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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