MODERN WEALTH MANAGEMENT, LLC
CRD #324624 SEC #801-127231 LENEXA, KS 913-393-1000
SEC Registered
Total AUM
$6.1B
Discretionary
$5.6B
Employees
150
Clients
1
Accounts
18,823
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $6.1B | $5.6B | $592M | 150 | 5 |
| Sep 2025 | $6.1B | $5.6B | $592M | 150 | 5 |
| Mar 2025 | $6.1B | $5.6B | $592M | 150 | 5 |
| Mar 2025 | $6.1B | $5.6B | $592M | 150 | 5 |
| Mar 2025 | $2.1B | $2B | $48.5M | 92 | 1 |
| Dec 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Dec 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Oct 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Oct 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Sep 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Sep 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Aug 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Aug 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| May 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Apr 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Apr 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Apr 2024 | $2.1B | $2B | $48.5M | 92 | 1 |
| Mar 2024 | $2.1B | $2B | $48.5M | 79 | 1 |
| Feb 2024 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Dec 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Dec 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Nov 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Oct 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Aug 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Aug 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Aug 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Aug 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Aug 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| May 2023 | $1.5B | $1.4B | $95.5M | 58 | 0 |
| Apr 2023 | $1.6B | $1.4B | $117M | 58 | 0 |
| Apr 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2022 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$592M
Employees150
Clients5
DateSep 2025
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$592M
Employees150
Clients5
DateMar 2025
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$592M
Employees150
Clients5
DateMar 2025
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$592M
Employees150
Clients5
DateMar 2025
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateDec 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateDec 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateOct 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateOct 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateSep 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateSep 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateAug 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateAug 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateMay 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateApr 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateApr 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateApr 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees92
Clients1
DateMar 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$48.5M
Employees79
Clients1
DateFeb 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateDec 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateDec 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateOct 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$95.5M
Employees58
Clients0
DateApr 2023
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$117M
Employees58
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0