Modern Wealth Management Overview

Financial ServicesCompany

Where is Modern Wealth Management headquartered?

Modern Wealth Management is headquartered in Lanexa, Kansas.

What sector is Modern Wealth Management in?

Modern Wealth Management is a financial services company.

When was Modern Wealth Management founded?

Modern Wealth Management was founded in 1996.

Modern Wealth Management

Modern Wealth Management

13550 W 95th St.,
Lanexa, Kansas 66215
United States,
www.modwm.com

Modern Wealth Management is a national registered investment advisory firm. Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Modern Wealth Management was founded in 1996 and is based in Lenexa, Kansas.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.4/yr) # - - - 3 3 1 7
Sell (0.0/yr) # - - - - - - 0
  7

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