|
⚲
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| Modern Wealth Management LLC
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|
|---|---|
| CRD # | 324624 |
| SEC # | 801-127231 |
| CIK # | 0002001900 |
| AUM | $6.1 B (2025-03-28) |
| Employees | 92 (39% Investors, 14% Brokers) |
| Phone | 913-393-1000 |
| Address | 13550 W 95th St Lenexa, KS 66227 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Trebia Acquisition Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,697 | 0.9 |
| (b) Individuals (high net worth individuals) | 551 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,592 | 2.1 |
| By Discretionary | ||
| Discretionary | 12,907 | 2.0 |
| Non-Discretionary | 685 | 0.0 |
| Total | 13,592 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 13,592 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001900] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Focus Financial Network Inc
✚
|
MN | 6.3 |
|
Community Capital Management LLC
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|
FL | 6.3 |
|
Geneva Capital Management LLC
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|
WI | 6.2 |
|
Capital Advisors Inc
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|
OK | 6.1 |
|
Key Investment Services LLC
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|
OH | 6.1 |
|
Maple-Brown Abbott Limited
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|
6.1 | |
|
Hays Financial Group LLC
✚
|
MN | 6.1 |
|
Promanage LLC
✚
|
IL | 6.1 |
|
Alphacore Capital LLC
✚
|
CA | 6.1 |
|
Global Alpha Capital Management Ltd
✚
|
6.0 |