Modern Wealth Management

Modern Wealth Management operates as an investment advisory firm that specializes in financial consulting. Modern Wealth Management focuses on estate and tax planning and preparation, risk management, and more. Modern Wealth Management is designed to anticipate the needs of people at every stage of life by providing a full suite of wealth management services and retirement planning advice.

Domain

modwm.com

Industry

Advice

Employees

101-250

Last Funding

$200.0M

Founded

2022

Frequently Asked Questions

What technologies does Modern Wealth Management use?+

Modern Wealth Management uses 24 technologies including Google Analytics, Google Tag Manager, Gravity Forms.

What industry is Modern Wealth Management in?+

Modern Wealth Management operates in the Advice industry.

Where is Modern Wealth Management based?+

Modern Wealth Management is headquartered in United States.

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Data last updated: June 2026