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Building 2MODERN WEALTH MANAGEMENT, LLC

Map pinKANSAS CITY, MO
Phone913-393-1000
NotebookSEC #801-127231
Total AUM
$10.9B
Employees
253
Clients
11,935

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1712 MAIN STREET
SUITE 400
KANSAS CITY
MO 64108
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
913-393-1000
Other Offices
22

ReceiptFinancials

Total AUM
$10.9B
Accounts
30,617
Discretionary
$10.2B
Accounts
30,244
Non-Discretionary
$674.9M
Accounts
373

ContactClients

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Individual Clients
8,995
AUM
$3.2B
HNW Individual Clients
2,529
AUM
$6.4B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
365
AUM
$1.3B
Charitable Organization Clients
19
AUM
$27.5M
Corporation or Business Clients
26
AUM
$17.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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