PPrivate Fund Data Log in Join · $37/mo

Volpert Investors, L.P.

OwnerModern Wealth Management, LLC

About Volpert Investors, L.P.

Volpert Investors, L.P. is listed as Owner at Modern Wealth Management, LLC in Lenexa, KS. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

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

Frequently asked questions

Where does Volpert Investors, L.P. work?

Volpert Investors, L.P. is listed as Owner at Modern Wealth Management, LLC on SEC Form ADV.

How much of Modern Wealth Management, LLC does Volpert Investors, 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 →