Modern Wealth Management is an investment advisor in Lenexa with $1.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
301333747
SEC advisor number
801-127231
FINRA CRD number
324624
AUM ?
$2.07 bn
(as of 18 Oct 24)
Accounts
13,592
(as of 18 Oct 24)
Employees
92
(36 investment advisory or research)
Latest filings (excl ownership)