firm profile
Modern Wealth Management, LLC
Overview
Modern Wealth Management, LLC is an SEC registered investment adviser based in Kansas City, MO, registered since 2023. It reports $10.9B in assets under management across 30,617 accounts, with 253 employees. It has 120 investment adviser representatives.
- Reported AUM
- $10.9B
- Discretionary
- 94%
- Accounts
- 30,617
- Average account
- $356K
- Employees
- 253
- Advisory reps
- 120
- Registered since
- 2023
- Jurisdictions
- 53
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Gary Lawrence Roth Co-Chief Executive Officer CRD 5021897
- Michael John Capelle Co-Chief Executive Officer CRD 4933023
- Jason Michael Gordo President CRD 4350600
1 more executive officer, with direct contact details
Advisory reps 3 of 120
- Kyle M Akers Insurance Agent · Investment Adviser Rep CRD 5521788
- Julia Marie Apodaca Investment Adviser Rep CRD 7111646
- Frank D Barber Insurance Agent · Investment Adviser Rep CRD 1738443
117 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1712 Main St Ste 400
Kansas City, MO 64108 - County
- Jackson
- Metro area
- Kansas City, MO-KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: qstrategiesinc.com
Every state, with registration dates
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