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Crestview Partners IV, L.P.

OwnerModern Wealth Management, LLC

About Crestview Partners IV, L.P.

Crestview Partners IV, L.P. is listed as Owner at Modern Wealth Management, LLC in Lenexa, KS. Form ADV reports a beneficial ownership band of 50-75%. Crestview Partners IV, L.P. is associated with 2 registered advisers.

Reported ownership

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

Frequently asked questions

Where does Crestview Partners IV, L.P. work?

Crestview Partners IV, L.P. is listed as Owner at Modern Wealth Management, LLC on SEC Form ADV.

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

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

Modern Wealth Management, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2023
View Modern Wealth Management, LLC →

Modern Wealth Management, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2023
View Modern Wealth Management, LLC →