Rapidly growing $6B AUM firm partners with Visory to build a scalable, AI-driven cybersecurity program. With more than 180 employees and 6,700 clients, Modern Wealth needed a comprehensive ...

Launched in April 2023, Modern Wealth was jumpstarted by $200 million in equity financing from Crestview Partners. The firm has since prioritized expanding its presence across all major regions ...

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 ...

The deal, Modern Wealth's 16th acquisition in two years, ... The deal marks Modern Wealth’s 16th acquisition since its launch with $200 million in financing from Crestview Partners two years ago.

Backed by $200 million in equity financing from Crestview Partners, Modern Wealth entered the marketplace in April 2023 with a vision to acquire high-growth RIAs across the country and build an ...

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 ...

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 Wealth ...

Modern Wealth Management LLC boosted its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 77.3% during the fourth quarter, Holdings Channel reports. The fund owned 108,933 shares of the ...

Modern Wealth Management has announced its first acquisitions of 2025, adding two California firms that will bring in more than $1 billion in client assets and establish its first client-facing ...