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Modern Wealth Management, LLC

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Summary:
Company size: 51-200
AUM: $5B - $10B

Modern Wealth Management, LLC is a privately-held, SEC-registered investment adviser based in Lenexa, Kansas and founded in 2022. Modern Wealth Management, LLC provides investment management advisory services, retirement planning services, estate planning services, and retirement plan consulting services for individuals and families, financial institutions, retirement plans, and corporations and other businesses.


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