MODUS ADVISORS, LLC
CRD #291204 SEC #801-112534 EXCELSIOR, MN (952) 946-1000
SEC Registered
Total AUM
$514M
Discretionary
$501.8M
Employees
7
Clients
0
Accounts
1,417
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, TAD, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HAANSTAD, KARI, KRISTINE | I | MEMBER & CHIEF INVESTMENT OFFICER | C | |
| HAANSTAD, KARI, KRISTINE | I | MEMBER & CHIEF INVESTMENT OFFICER | C | |
| HAANSTAD, KARI, KRISTINE | I | MEMBER & CHIEF INVESTMENT OFFICER | C | |
| HAANSTAD, KARI, KRISTINE | I | CHIEF INVESTMENT OFFICER | B | |
| HAANSTAD, KARI, KRISTINE | I | CHIEF INVESTMENT OFFICER | B | |
| HAANSTAD, KARI, KRISTINE | I | CHIEF INVESTMENT OFFICER | B | |
| SWANSON, MARGARET, LEIGH | I | MEMBER | A | |
| SWANSON, MARGARET, LEIGH | I | MEMBER | A | |
| SWANSON, MARGARET, LEIGH | I | MEMBER | A | |
| WEISS, PETER, MICHAEL | I | MEMBER | A | |
| WEISS, PETER, MICHAEL | I | MEMBER | A | |
| WEISS, PETER, MICHAEL | I | MEMBER | A |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (7)
AZ FL MN NE TX WA WI
Address
23505 SMITHTOWN ROADSUITE 290
EXCELSIOR, MN 55331
United States
Phone: (952) 946-1000