Modern Wealth Management, LLC
Kansas City, MO·SEC-registered · CRD #324624
Modern Wealth Management, LLC is an SEC-registered investment advisory firm in Kansas City, MO managing $11B across 31k client accounts, with 102 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
31k
Advisory staff
102
Fee model
Fee-based
How Modern Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Modern Wealth Management, LLC
How much does Modern Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (04/28/2026), Modern Wealth Management, LLC reports $11B in regulatory assets under management across roughly 31k client accounts.
How does Modern Wealth Management, LLC charge?
Modern Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Modern Wealth Management, LLC a fiduciary?
Yes. Modern Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #324624), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Modern Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Modern Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Modern Wealth Management, LLC's public SEC Form ADV filing (CRD #324624, filed 04/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Modern Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Modern Wealth Management, LLC? Claim this profile.