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Modern Wealth Management, LLC CRD 324624
$10.9B regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-29 |
Branch Locations
1138 N Alma School Rd, Mesa, AZ 85201 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-05 |
| AZ | RA | APPROVED | 2015-07-15 |
Branch Locations
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Worship Center | Tucson | AZ | 01/2018 | 02/2020 |
| Galloway Asset Management, Llc | Mesa | AZ | 06/2015 | 01/2021 |
| Galloway Asset Management, Llc | Mesa | AZ | 01/2021 | Present |
| Modern Wealth, Management, Llc | Mesa | AZ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-23 |
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