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Home > Retirement Planners > kansas > lenexa > MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC
13550 W 95th St.
Lenexa, Kansas 66227
Tel: 913-393-1000
About MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC, formally registered with the SEC as MODERN WEALTH MANAGEMENT, LLC. The firm was established in 05/02/2023. They have over 16 offices throughout the country.
MODERN WEALTH MANAGEMENT, LLC is a Lenexa, Kansas based Financial Planning firm with nearly $2,073,107,856 assets under management, offering retirement planning & investment advisory services to 13592 clients. The firm is staffed with 92 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324624 |
| SEC# | 801-127231 |
| Assets Managed by Firm | $2,073,107,856 |
| No. of Clients | 13592 |
| No. of Advisors | 92 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13592 | $2,073,107,856 |
| Individuals (other than high net worth individuals) | 2697 | $887,721,855 |
| High net worth individuals | 551 | $1,152,144,098 |
| Pension and profit sharing plans | 6 | $33,233,238 |
| Charitable organizations | Fewer than 5 clients | $8,665 |
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