Wealth Manager
    SEC Registered
    Manages Private Funds

    Modern Wealth Management, LLC

    Registered investment advisor · Kansas City, Missouri · CRD #324624

    Assets Under Management
    $10.9B
    Client Accounts
    30,617
    Employees
    253
    CRD Number
    324624
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Modern Wealth Management, LLC

    Modern Wealth Management, LLC is a financial advisory firm specializing in investment management, founded in 1996, based in Kansas. It offers comprehensive financial planning services. The firm has a small team and focuses on holistic financial strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Modern Wealth Management, LLC

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    Frequently Asked Questions

    What is Modern Wealth Management, LLC's AUM?

    Modern Wealth Management, LLC reports approximately $10.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Modern Wealth Management, LLC headquartered?

    Modern Wealth Management, LLC is headquartered in Kansas City, Missouri.

    What is Modern Wealth Management, LLC's CRD number?

    Modern Wealth Management, LLC's CRD number is 324624. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Modern Wealth Management, LLC manage?

    Modern Wealth Management, LLC manages approximately 30,617 client accounts according to its latest SEC filing.

    Is Modern Wealth Management, LLC SEC registered?

    Yes, Modern Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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