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| Modern Wealth Management LLC
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|---|---|
| CRD # | 324624 |
| SEC # | 801-127231 |
| CIK # | 0002001900 |
| AUM | 10.90 B (2026-04-28) |
| Employees | 253 (40% Investors, 3% Brokers) |
| Phone | 913-393-1000 |
| Address | 1712 Main Street Kansas City, MO 64108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002001900 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Trebia Acquisition Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,995 | 3.2 |
| (b) Individuals (high net worth individuals) | 2,529 | 6.4 |
| (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 | 365 | 1.3 |
| (h) Charitable organizations | 19 | 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 | 26 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 30,617 | 10.9 |
| By Discretionary | ||
| Discretionary | 30,244 | 10.2 |
| Non-Discretionary | 373 | 0.7 |
| Total | 30,617 | 10.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.9 | |
| Total | 30,617 | 10.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001900] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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