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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-21 |
Branch Locations
250 Fillmore Street Suite 475, Denver, CO 80290 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Denver | CO | 12/1989 | 04/2026 |
| Brown & Company | Denver | CO | 12/2002 | 12/2019 |
| Brown & Company, Inc. | Denver | CO | 12/2002 | 12/2019 |
| Modern Wealth Management, Llc | Denver | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-18 |
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