Modern Wealth Management
Finance · Kansas, United States · 51-200 Employees
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Overview
Headquarters
13550 W 95th St, Lenexa, Kansas, 66215, ...Phone Number
(913) 393-1000Website
www.modwm.comRevenue
$103.1 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
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Aug
ZI Rank
3
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3
3
5
3
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Modern Wealth Management
$103.1M
51-200
Private
-
1996
Gary RothModern Wealth Management Co-Founder & Co-CEO
Company Profile Activity
Activity Insights
Modern Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Modern Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Modern Wealth Management.
Modern Wealth Management Tech Stack
A closer look at the technologies used by Modern Wealth Management
Most Recent Scoops
Person-Based
Employee Engagement, Compensation & Benefits, HR Operations
Person-Based
Mergers & Acquisitions, Events
Open Position
Hiring Plans
Modern Wealth Management has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Modern Wealth Management News & Media
Modern Wealth Marks Second Year in Business With 16th Acquisition, Establishes Presence in Chicago
MONTEREY, Calif.--(BUSINESS WIRE)--Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in AUM two years after its launchModern Wealth Adds $500 Million in AUM With Acquisitions of Fiser Group, Gardey Financial Advisors and LFM Wealth Management
MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management acquires Kansas-based Fiser Group and plans to finalize deals with Gardey Financial Advisors and LFM Wealth Management.Modern Wealth Management Acquires $1.4 Billion RIA Petso Financial, Surpasses $6 Billion in AUM
MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth completes its eleventh acquisition in its first 18 months in operation, expands into the Pacific Northwest regionModern Wealth Management Acquires C&J Wealth Advisors, Surpasses $4 Billion in AUM
MONTEREY, Calif.--(BUSINESS WIRE)--Firm successfully completes its ninth acquisition in the last 14 months to establish its presence in the South and to exceed $4 billion in AUM
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Frequently Asked Questions Regarding Modern Wealth Management
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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... Read More
