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Crestview Holdings IV (offshore), L.P.

OwnerModern Wealth Management, LLC

About Crestview Holdings IV (offshore), L.P.

Crestview Holdings IV (offshore), L.P. is listed as Owner at Modern Wealth Management, LLC in Lenexa, KS. Form ADV reports a beneficial ownership band of 25-50%. Crestview Holdings IV (offshore), L.P. is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Modern Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Crestview Holdings IV (offshore), L.P. work?

Crestview Holdings IV (offshore), L.P. is listed as Owner at Modern Wealth Management, LLC on SEC Form ADV.

How much of Modern Wealth Management, LLC does Crestview Holdings IV (offshore), L.P. own?

Form ADV reports a beneficial ownership band of 25-50%.

Modern Wealth Management, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2023
View Modern Wealth Management, LLC →

Modern Wealth Management, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2023
View Modern Wealth Management, LLC →