Investment adviser · CRD 324624
MODERN WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
KANSAS CITY, MO, United States · Form ADV filed Jul 2, 2026
- Regulatory AUM
- $10.9B Form ADV · Item 5.F
- Client accounts
- 30,617 Accounts, not individual clients
- Employees
- 253 Reported in this filing
- Advisory professionals
- 102 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,529 | $6,369,937,517 | 58.4% |
| Individuals | 8,995 | $3,218,817,989 | 29.5% |
| Retirement plans | 365 | $1,270,097,436 | 11.6% |
| Charities | 19 | $27,464,743 | 0.3% |
| Corporations & businesses | 26 | $17,733,557 | 0.2% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2117443 · Jul 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1712 MAIN STREET, SUITE 400KANSAS CITY, MO, 64108, United States
CRD 324624
Filing source
Form ADV 2117443 · Jul 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.