MODERN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$10,904,051,242
Discretionary
$10,229,142,508
Non-discretionary
$674,908,734
Firm details
- CRD number
- 324624
- SEC file number
- 801-127231
- Main office
- KANSAS CITY, MO, United States
- Employees
- 253
- SEC status
- Approved
- Website
- https://cjis.online
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.