$1 billion firm becomes Modern Wealth's 21st acquisition, pushing total AUM past $13 billion ...

Modern Wealth acquires Denver firm Brown and Company, adding $1B in assets and opening its first Colorado office to grow in ...

Modern Wealth Management, a registered investment advisory firm founded earlier this year by former United Capital and Goldman Sachs executives with $200 million in private equity funding, announced ...

Modern Wealth Management provides holistic wealth management, with access to a team of specialists that cover every aspect of financial planning. Many or all of the products on this page are from ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment adviser (RIA) founded to meet the evolving needs of today’s financial professionals and their ...