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MODERN WEALTH MANAGEMENT, LLC
CRD 324624File 801-127231
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.90B
Top 10% of cohort (national)
Discretionary AUM
$10.23B
Non-discretionary $674.9M
Clients
11,934
30,617 accounts
Employees
253
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 2, 2023
- Principal office
- 1712 MAIN STREET, SUITE 400, KANSAS CITY, MO, 64108
- Phone
- 913-393-1000
- Website
- https://modernwomen.ai
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.90B
- Discretionary AUM
- $10.23B
- Non-discretionary AUM
- $674.9M
- Discretionary accounts
- 30,244
- Non-discretionary accounts
- 373
- Total accounts
- 30,617
- AUM per client
- $914K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $17.7M |
| Charitable organizations | 19 | $27.5M |
| High net worth individuals | 2,529 | $6.37B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 365 | $1.27B |
| Individuals (other than high net worth individuals) | 8,995 | $3.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 150 | 253 | increased by103 |
| Apr 1, 2026 | Clients | 6,716 | 11,934 | increased by5,218 |
| Apr 1, 2026 | AUM | $6,148,915,787 | $10,904,051,242 | increased by$4,755,135,455 |
| Apr 1, 2026 | Accounts | 18,823 | 30,617 | increased by11,794 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MODERN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MODERN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.