Modern Wealth Management - M&A Summary and Business Overview

Financial ServicesCompany

Modern Wealth Management M&A Summary

Modern Wealth Management has acquired 5 companies, including 5 in the last 5 years.

Modern Wealth Management has acquired in 5 different US states. The Company’s most targeted sectors include financial services (100%).

Modern Wealth Management Business Overview

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.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 1
  • Total Countries Invested 1

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # - - - - 3 2 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
Petso Financial Consultants LLC 2024-10-24 - Add-on Acquisition
Boise, Idaho · www.petsofinancial.com
Beltz Ianni & Associates 2024-03-06 - Add-on Acquisition
Rochester, New York · www.beltz-ianni.com
Martin James Investment & Tax Management LLC 2023-10-19 - Add-on Acquisition
Mooresville, Indiana · www.mjamescpa.com
Midwest Financial 2023-09-05 - Add-on Acquisition
Glidden, Iowa
Barber Financial Group 2023-04-25 - Add-on Acquisition
Lanexa, Kansas
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 5 (100%) - - -
Total 5 - - -

By Geo

State/Country Buy Value Sell Value
United States 5 - - -
  New York 1 - - -
  Kansas 1 - - -
  Iowa 1 - - -
  Indiana 1 - - -
  Idaho 1 - - -
Total 5 - - -

Company Summary

SECTOR

Financial Services

Established

1996

 Subscribe to unlock this and 208,055
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Modern Wealth Management

Kansas Companies , Financial Services Companies , United States Companies , Kansas Financial Services Companies , Kansas Financial Services with Acquisitions , Kansas Financial Services with Divestitures

Related Lists for Kansas Companies

Largest Kansas Companies , Acquisitive Kansas Companies , Recently Acquired Kansas Companies , Recently Sold Kansas Companies , Private Kansas Companies , Public Kansas Companies , Acquired Kansas Companies , PE Backed Kansas Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal