Overview
Assets Under Management: $6.1 billion
Headquarters: LENEXA, KS
High-Net-Worth Clients: 1,697
Average Client Assets: $2 million
Frequently Asked Questions
MODERN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324624), MODERN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MODERN WEALTH MANAGEMENT, LLC is headquartered in LENEXA, KS.
MODERN WEALTH MANAGEMENT, LLC serves 1,697 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, MODERN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MODERN WEALTH MANAGEMENT, LLC manages $6.1 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, MODERN WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,697
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 18,823
Discretionary Accounts: 18,732
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 324624
Filing ID: 1971897
Last Filing Date: 2025-03-28 14:54:00
Website: https://modwm.com