--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth ... in California and propel its assets under management (AUM) to over $7 billion. The firm has finalized the acquisition of ...

Modern Wealth Management has marked its second year in business with the acquisition of OFM Wealth, a Chicago-based ...

bringing Modern Wealth’s AUM to more than $7 billion, a press release said. Monterey, Calif.-based Modern Wealth already has completed the acquisition of Campbell-based Wade Financial Advisory ...

Firm is expected to surpass $7 billion in assets under management (AUM) following acquisitions ... April 08, 2025--(BUSINESS WIRE)--Modern Wealth Management ("Modern Wealth"), a registered ...

Firm is expected to surpass $7 billion in assets under management (AUM) following acquisitions ... tax planning business will be integrated into Modern Wealth’s established tax platform, while ...

Firm is expected to surpass $7 billion in assets under management (AUM) following acquisitions of Wade Financial Advisory and Planned Asset Management, marking 14th and 15th deals since launch ...