Modern Wealth Management
Lenexa
About Modern Wealth Management
Modern Wealth Management operates as an investment advisory firm that specializes in financial consulting. Modern Wealth Management focuses on estate and tax planning and preparation, risk management, and more. Modern Wealth Management is designed to anticipate the needs of people at every stage of life by providing a full suite of wealth management services and retirement planning advice.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $1K – $10K
- Total funding: $200.0M
- Funding stage: Private Equity
- Last round: Private Equity (Apr 2023)
- Website: modwm.com
- Phone: +1 913-393-1000
Industries & Categories
Advice, Financial Services, Risk Management, Wealth Management
Social Profiles
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