SEC Form ADV · CIK 2001900

MODERN WEALTH MANAGEMENT, LLC

Firm profile: Modern Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMO

$10.9B

Assets Under Management

30,617

Total Clients

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Registration Details

CIK: 2001900
Accession: CRD-324624
Location: KANSAS CITY, MO
Filing Date: April 28, 2026
AUM: $10.9B
Total Clients: 30,617
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

MODERN WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in KANSAS CITY, MO, managing approximately $10.9B in assets across 30,617 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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