Modern Wealth Holdings, LLC is listed as Owner at Modern Wealth Management, LLC in Lenexa, KS. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Modern Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Modern Wealth Holdings, LLC work?
Modern Wealth Holdings, LLC is listed as Owner at Modern Wealth Management, LLC on SEC Form ADV.
How much of Modern Wealth Management, LLC does Modern Wealth Holdings, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.