Modern Wealth Management
Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.
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
- Headquarters
- Lenexa
- Operating Status
- active
- Company Type
- for_profit
- IPO Status
- private
- Employees
- c_00101_00250
- Funding Stage
- private_equity
- Total Funding
- $200,000,000
- Last Funding Type
- private_equity
- Last Funding Date
- 2023-04-05
- Website
- modwm.com
Industries & Categories
Advice, Financial Services, Risk Management, Wealth Management
Social Links
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