Modern Wealth Management
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Finance · Kansas, United States · 51-200 Employees

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Overview

Headquarters

13550 W 95th St, Lenexa, Kansas, 66215, ...

Phone Number

(913) 393-1000

Revenue

$103.1 Million

Industry

Finance Securities Trading

About Modern Wealth Management

At Modern Wealth Management, the company's goal is to reimagine the delivery of financial advice. The company is designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, personal banking, estate planning, and more. Providing the company's clients with the confidence that theyre doing the right things with their money, the freedom of financial stress, and the time to spend doing the things they love is what the company care about. Confidence, freedom, and time.Explore more
Modern Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Modern Wealth Management Org Chart

Gary Roth, Modern Wealth Management Co-Founder & Co-Chief Executive Officer at Modern Wealth Management
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Modern Wealth Management Co-Founder & Co-Chie...

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JG
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Co-Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Modern Wealth Management

$103.1M
51-200
Private
-
1996
Gary Roth, Modern Wealth Management Co-Founder & Co-Chief Executive Officer at Modern Wealth Management
Gary RothModern Wealth Management Co-Founder & Co-CEO
$44.9M
201-500
Private
<$5M
2014
NH
Noell HolmbergDirector, Life Insurance
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
$29.9M
51-200
Private
<$5M
1990
Steven Condon, Chief Executive Officer & Shareholder at Truepoint Wealth Counsel
Steven CondonCEO & Shareholder
$7.2M
51-200
Private
-
1984
AB
Adam BoyerChief Operating Officer & Chief Compliance Officer
<$5M
51-200
Private
-
2010
Patrick Joung, Senior Vice President at Apiis Financial Group
Patrick JoungSenior Vice President
Illustration of an envelope

Modern Wealth Management Tech Stack

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Frequently Asked Questions Regarding Modern Wealth Management

What is Modern Wealth Management's official website?
Modern Wealth Management's official website is www.modwm.com
What is Modern Wealth Management's Revenue?
Modern Wealth Management's revenue is $103.1 Million
What is Modern Wealth Management's SIC code?
Modern Wealth Management's SIC: 62,628
What is Modern Wealth Management's NAICS code?
Modern Wealth Management's NAICS: 52,523
How many employees does Modern Wealth Management have?
Modern Wealth Management has 51-200 employees
What industry does Modern Wealth Management belong to?
Modern Wealth Management is in the industry of: Finance, Securities Trading
What is Modern Wealth Management competition?
Modern Wealth Management top competitors include: CSI Financial Group, Truepoint Wealth Counsel, Apiis Financial Group, HBKS Wealth Advisors
What companies has Modern Wealth Management acquired?
Modern Wealth Management has acquired the companies: Petso Financial Consultants, Wade Financial Advisory, Barber Financial Group, Flaharty Asset Management
What technology does Modern Wealth Management use?
Some of the popular technologies that Modern Wealth Management uses are: WordPress.org, PHP, Mapbox GL JS API, Barracuda Networks
How do I contact Modern Wealth Management?
Modern Wealth Management contact info: Phone number: (913) 393-1000 Website: www.modwm.com
What does Modern Wealth Management do?

At Modern Wealth Management, the company's goal is to reimagine the delivery of financial advice. The company is designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and pr... eparation, personal banking, estate planning, and more. Providing the company's clients with the confidence that theyre doing the right things with their money, the freedom of financial stress, and the time to spend doing the things they love is what the company care about. Confidence, freedom, and time.Read More

What are Modern Wealth Management social media links?
Modern Wealth Management Linkedin page Modern Wealth Management Facebook page
Is Modern Wealth Management a public company?
Modern Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Modern Wealth Management

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