Skip to content

Modern Wealth Management - CalabasasFinancial advisor in Calabasas, CA

Modern Wealth Management - Calabasas is a financial advisor at 27001 Agoura Rd #150, Calabasas, CA 91301, ranked #13 of 79 wealth managers in Calabasas and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Calabasas, CAUpdated 0 paid placements in any rankingHow we rank

Call (818) 708-6888Website ↗

Key facts

Key facts about Modern Wealth Management - Calabasas
Address27001 Agoura Rd #150, Calabasas, CA 91301Get directions
Phone(818) 708-6888
Websitemodwm.com
HoursMonday to Friday: 7:30 AM – 4:30 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Calabasas and 11 towns within 25 miles: Agoura, Agoura Hills, Oak Park, West Hills, Woodland Hills, Thousand Oaks, Canoga Park, Malibu, Simi Valley, Chatsworth and Northridge.

Based in Calabasas, CAView on map

Opening hours

Opening hours for Modern Wealth Management - Calabasas
DayHours
Monday7:30 AM – 4:30 PM
Tuesday7:30 AM – 4:30 PM
Wednesday7:30 AM – 4:30 PM
Thursday7:30 AM – 4:30 PM
Friday7:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Modern Wealth Management - Calabasas

How is Modern Wealth Management - Calabasas ranked in Calabasas?

Modern Wealth Management - Calabasas is ranked #13 of 79 wealth managers in Calabasas by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Modern Wealth Management - Calabasas’ hours?

Modern Wealth Management - Calabasas is open Monday to Friday. Its listed hours are Monday to Friday, 7:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Modern Wealth Management - Calabasas serve?

Serves Calabasas and 11 towns within 25 miles: Agoura, Agoura Hills, Oak Park, West Hills, Woodland Hills, Thousand Oaks, Canoga Park, Malibu, Simi Valley, Chatsworth and Northridge. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Modern Wealth Management - Calabasas?

Modern Wealth Management - Calabasas has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Modern Wealth Management - Calabasas?

Call Modern Wealth Management - Calabasas on (818) 708-6888. The business is at 27001 Agoura Rd #150, Calabasas, CA 91301. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Modern Wealth Management - Calabasas? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Modern Wealth Management - Calabasas compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Modern Wealth Management - Calabasas (this business)—655.0 (7)NoNo
EFC Wealth Management Firm#11664.9 (39)NoNo23.1 mi
WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA#12655.0 (21)——15.3 mi

See all 79 ranked wealth managers in Calabasas