Modern Wealth Management - Auburn, CA

EST. AUM
$290,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Sacramento
CRD Number
Website modwm.com
Client types

Overview

On September 23, 2026, Modern Wealth Management acquired Auburn, CA-based AWA Wealth Management, adding approximately $290M in client assets and establishing its Auburn office from the former AWA Wealth Management practice.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Modern Wealth Management - Auburn, CA

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company