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MODERN WEALTH MANAGEMENT, LLC
CRD 324624 · SEC 801-127231
1712 MAIN STREET, SUITE 400, KANSAS CITY, MO, 64108, United States
Phone
913-393-1000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.90B
Discretionary AUM
$10.23B
Team
253 total employees; 102 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8995 | $3.22B |
| High net worth individuals | 2529 | $6.37B |
| Pension/profit sharing plans | 365 | $1.27B |
| Charitable organizations | 19 | $27.5M |
| Corporations/business entities | 26 | $17.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://cjis.online
- https://galloway911.com
- https://galloway911.org
- https://companyretirementplans.com
- https://beaconpointe.ai
- https://allworth.ai
- https://modwm.com/education-center/
- https://cjwealth.com
- https://companyretirementplanning.com
- https://deanbarber.com
- https://earn4u.com
- https://enhancedretirementsolutions.com
- https://fisergroup.com
- https://guidedretirementshow.com
- https://kayecapital.com
- https://lfmwm.com
- https://modcast.show
- https://modwb.com
- https://ofgwealth.com
- https://studyretirement.com
- https://teamwealthinvestments.com
- https://ofmwealth.com
- https://theguidedretirementshow.com
- https://petsofinancial.com
- https://wadefa.com
- https://petsofinancial.com
- https://plan-4u.com
- https://planningkeys.com
- https://www.linkedin.com/company/meet-modern-wealth-management/
- https://retirementplanchecklist.com
- https://qstrategiesinc.com
- https://rothaholic.com
- https://wmsplan.com
- https://AMERICASWEALTHMANAGEMENTSHOW.ME
- https://advantageofferings.com
- https://allworthfinancial.ai
- https://AMERICASWEALTHMANAGEMENTSHOW.BIZ
- https://AMERICASWEALTHMANAGEMENTSHOW.INFO
- https://AMERICASWEALTHMANAGEMENTSHOW.MOBI
- https://AMERICASWEALTHMANAGEMENTSHOW.NET
- https://modernwealthmanagement.com
- https://modernwealthmanagement.org
- https://modernwomen.ai
- https://ogrizovichfinancial.net
- https://BARBERFINANCIALGROUP.COM
- https://youtube.com/@MeetModernWealth
- https://www.centrifugewealth.com
- https://www.youtube.com/channel/UCTVoydiewMqG0Jak2qA-BHA
- https://studyretirement.com
- https://AMERICASWEALTHMANAGEMENTSHOW.ORG
- https://modwm.ai
- https://barberfinancialgroup.net
- https://barberfinancialgroup.org
- https://ofmwealth.net
- https://ogrizovichfinancial.com
- https://cj-fs.com
- https://cj-is.com
- https://cjwealth.net
- https://cjwealthadvisors.com
- https://cjwealthadvisors.net
- https://modernwealthbusiness.com
- https://modernwealthmanagement.ai
- https://midwestfinancial.us/-
- https://www.modernwealthmanagement.com
- https://www.facebook.com/AWMShow/
- https://mjamescpa.com/
- https://x.com/Meet_Modern
- https://www.instagram.com/modern_wealth_management/
- https://www.facebook.com/MeetModernWealthManagement/
- https://www.facebook.com/guidedretirementshow/
- https://bsky.app/profile/meetmodernwealth.bsky.social
- https://www.youtube.com/@TheGuidedRetirementShow
- https://youtube.com/@AmericasWealthManagementShow
- https://www.modwm.com/
- https://www.youtube.com/user/barberfinancialgroup
- https://erstpa.com/
- https://beltz-ianni.com/
- HTTP://WWW.AMERICASWEALTHMANAGEMENTSHOW.COM
- https://ogrizovichfinancial.site
- https://osiwalafinancial.com
- https://parallelfinancial.ai
- https://parallelwealth.ai
- https://savingskeys.com
- https://womeninwealth.ai
- https://yourconfidencescore.com
- Https://erstpa.com
- https://gardey.com
- https://midwestfinancial.us
- https://mjamescpa.com
Official SEC filing: View on IAPD