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
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ZI Rank
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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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Modern Wealth Management Tech Stack
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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.
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Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Modern Wealth Management News & Media
Modern 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 AUMModern Wealth Marks First Year in Business, Expands into the Washington, D.C. and Philadelphia Metro Areas
MONTEREY, Calif.--(BUSINESS WIRE)--Completing its seventh and eighth acquisitions, the firm surpasses $3.7 billion in assets under management and strengthens presence in Eastern Region
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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
