RIA Intel›Advisers›Missouri›MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC

Advisory

N·KANSAS CITY, MO

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM
$10.9B
1-Year AUM Growth
+196.6%
3-Year CAGR
+10.2%
Employees
102
Assets Under Management
Total AUM$10.9B
Discretionary AUM$10.2B
Non-Discretionary AUM$675M
Discretionary %93.8%
Total Clients6,716
Team
Total Employees102
Investment Advisers253
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingDec 21, 2022
Latest FilingJul 2, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 4+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on MODERN WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →