LP Profile

Modern Wealth Management

Also known as modern wealth

Wealth ManagerLenexa, United StatesFounded 2022
$6.1B
Assets Under Management
Lenexa
Headquarters
Investment Focus

About Modern Wealth Management

Looking for Financial Advisors? Modern Wealth Management creates custom plans to help you achieve the retirement lifestyle you've worked for.

Preferred Investment Types

Distressed DebtMezzanineSecondariesSpecial Situations

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Modern Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$10.9B
Total Clients
30,617
Filing Date
April 28, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Modern Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Modern Wealth Management?

Modern Wealth Management is a wealth manager based in Lenexa, United States, managing approximately $6.1B in assets.

Where is Modern Wealth Management headquartered?

Modern Wealth Management is headquartered in Lenexa, United States.

How much does Modern Wealth Management manage?

Modern Wealth Management manages approximately $6.1B in assets under management.

When was Modern Wealth Management founded?

Modern Wealth Management was founded in 2022.

What does Modern Wealth Management invest in?

Modern Wealth Management focuses on Distressed Debt, Mezzanine, Secondaries, Special Situations.

How can I contact Modern Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Modern Wealth Management are available on LPbacked. Create a free account to access them.