Modern Wealth Management - M&A Summary and Business Overview

Financial ServicesCompany

Modern Wealth Management M&A Summary

Modern Wealth Management has acquired 4 companies, including 4 in the last 5 years.

Modern Wealth Management has acquired in 4 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 Activity4
    • M&A Buy Activity4
  • 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 formed in 1996 and is based in Lenexa, Kansas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # - - - - 3 1 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
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 4 (100%) - - -
Total 4 - - -

By Geo

State/Country Buy Value Sell Value
United States 4 - - -
  New York 1 - - -
  Kansas 1 - - -
  Iowa 1 - - -
  Indiana 1 - - -
Total 4 - - -

Company Summary

SECTOR

Financial Services

Established

1996

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