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Modern Wealth Management

EST. AUM
$10,904,051,242

CONTACTS
22

CLIENT ACCOUNTS
30,617

Firm Details

Metro area Kansas City
CRD Number 324624
Website modwm.com
Client types

Overview

RIA launced by Gary Roth, Mike Capelle and Jason Gordo with PE Backing from Crestview. Mike and Gary were co-founders of United Capital which was later purchased by Goldman Sachs. In April 2023, the firm acquired Barber Financial Group with $1.5B AUM based in Lenexa KS and will operate under the Modern Wealth brand

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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