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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-11 |
Branch Locations
1405 W Main Street, Boise, ID 83702 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gem State Investment Advisors, Llc | Boise | ID | 06/2009 | 05/2026 |
| 3033 Ranch, Llc | Eagle | ID | 05/2014 | 01/2026 |
| Mcmillen & Company, Inc. | Boise | ID | 12/2023 | 05/2025 |
| Modern Wealth Management, Llc | Boise | ID | 05/2026 | Present |
1) San Vittore, LLC: This is an LLC that owns the building at 4346 W Rose Hill St. Boise, Idaho 83705. I am the owner of the LLC and Gem State Advisors leases space in this building. This business began on or about 4/21/2017 and I am the sole member of the LLC. I devote about 10 hours per month to this business and none during the securities trading day. This is not a securities industry related business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-28 |
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