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Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.
Modern Wealth Management on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Total Funding
$200M
Funding Rounds
1
Last Funding
Acquisitions
14
Monthly Visits
Contacts
54
About Modern Wealth Management
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Company Info
- Org types
- company
- HQ
- Lenexa, Kansas, United States
Modern Wealth Management Funding Rounds
1 results
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| Organization Name | Funding Type | Lead Investor Names | Investor Names | Funding Stage | Org Industries | Org Hq City | Org Hq Country | Org Description | Org Number Of Employees | Org Website | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Modern Wealth Management Acquisitions
14 results
| Acquiree Name | Acquirer Name | Acquisition Type | Acquisition Terms | Acquiree Industries | Acquiree Hq City | Acquiree Hq Country | Acquiree Description | Acquiree Number Of Employees | Acquirer Industries | Acquirer Hq Country | Acquirer Number Of Employees | Acquirer Ipo Status | Acquiree Website | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Flaharty Asset Management | — | 2026-06-03 | Modern Wealth Management | Acquisition | — | Asset ManagementFinancial ServicesInsuranceRetirement | Clearwater | United States | Flaharty Asset Management offers insurance and retirement se… | 2013-01-01 | 1-10 | AdviceFinancial ServicesRisk ManagementWealth Management | United States | — | — | 14 | www.flahartyllc.com | |
| Brown and Company | — | 2026-04-22 | Modern Wealth Management | Acquisition | — | AdviceFinanceFinancial ServicesGuidesImpact InvestingLendingRetirementWealth Management | Denver | United States | Brown and Company provide financial services. | 1983-01-01 | 1-10 | AdviceFinancial ServicesRisk ManagementWealth Management | United States | — | — | 14 | brownandco.com/ | |
| Public Safety Financial | — | 2025-09-04 | Modern Wealth Management | Acquisition | — | FinanceFinancial ServicesImpact InvestingRetirement | Mesa | United States | Public Safety Financial focuses on retirement planning, pens… | 1999-01-01 | 11-50 | AdviceFinancial ServicesRisk ManagementWealth Management | United States | — | — | 14 | www.galloway911.com | |
| Kaye Capital Management | — | 2025-07-09 | Modern Wealth Management | Acquisition | — | ConsultingFinancial ServicesRetirement | El Segundo | United States | Kaye Capital Management offers financial planning, investmen… | 1990-01-01 | 1-10 | AdviceFinancial ServicesRisk ManagementWealth Management | United States | — | — | 14 | www.kayecapital.com/ | |
| OFM Wealth | — | 2025-04-29 | Modern Wealth Management | Acquisition | — | Financial Services | Orland Park | United States | OFM Wealth is an independent registered investment advisory … | 1980-01-01 | 1-10 | AdviceFinancial ServicesRisk ManagementWealth Management | United States | — | — | 14 | www.ofmwealth.com/ |
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54
professional contacts at Modern Wealth Management
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