MODERN WEALTH MANAGEMENT, LLC

CRD 324624File 801-127231

APPROVED

Retail clients

Custody

Filing as of Jul 2, 2026

Feed vintage Aug 17, 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://earn4u.com

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.