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
5
Total Clients
253
Employees
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Registration Details

CIK
2001900
Accession
crd-324624
Location
KANSAS CITY, MO
Filing Date
July 2, 2026
AUM
$10.9B
Total Clients
5
Institutional Clients
384
Employees
253
Amendment
No

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsCorporations

About this Adviser

MODERN WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in KANSAS CITY, MO, managing approximately $10.9B in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.