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Crestview IV Mwm Holdings, L.P.

MemberModern Wealth Management, LLC

About Crestview IV Mwm Holdings, L.P.

Crestview IV Mwm Holdings, L.P. is listed as Member at Modern Wealth Management, LLC in Lenexa, KS. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Modern Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Crestview IV Mwm Holdings, L.P. work?

Crestview IV Mwm Holdings, L.P. is listed as Member at Modern Wealth Management, LLC on SEC Form ADV.

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

Form ADV reports a beneficial ownership band of 50-75%.

Modern Wealth Management, LLC

TitleMember
Ownership50-75%
Control personYes
Since2023