Ardea Partners LP served as financial advisor to Modern Wealth Founded in 2004, Crestview invests in the the middle market Crestview manages funds with approximately $10 billion of aggregate ...

Crestview was established in 2009, and the $200 million commitment to Modern Wealth is part of the PE firm’s fourth fund. Kilpatrick expects the investment to be deployed over the next three to ...

The acquisition, announced Tuesday, is the 16th for Modern Wealth since its founding in April 2023. The firm, backed by $200 million in equity financing from Crestview Partners, has established a ...

"We'd be open to it." Modern Wealth represents the first foray into wealth management for Crestview, whose website lists seven financial services firms in its current portfolio and eight other ...

The deal marks Modern Wealth’s 16th acquisition since its launch with $200 million in financing from Crestview Partners two years ago. Tony Pritzker launches new firm for middle-market private ...

Backed by $200 million in equity financing from Crestview Partners, Modern Wealth’s mission is to acquire high-quality RIAs nationwide that subscribe to an ethos of continuous growth ...

Modern Wealth launched in early 2023 with $200 million in equity financing from Crestview Partners to build a national RIA through acquisitions. The latest deal, which is the firm's first in the ...

Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in assets under management (AUM) two years after its launch MONTEREY, Calif., April 29, 2025--(BUSINESS WIRE)--Modern ...

Modern Wealth Management, founded less than three ... Modern’s initial $200 million in initial equity financing from Crestview Partners, a private equity firm with experience investing in ...

The flurry of acquisitions so far has pushed Modern Wealth, which is backed by Crestview Partners, up to 28 advisors with $3 billion in client assets. Beltz Ianni's team can now assist others at ...