MODERN WEALTH MANAGEMENT, LLC of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 324624). Regulatory assets under management: $10.9B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Michael John Capelle | CO-CEO | — |
| Gary Lawrence Roth | CO-CEO | — |
| Jason Michael Gordo | PRESIDENT | — |
| James Porter Rankin | CHIEF COMPLIANCE OFFICER | Overland Park, KS |
| Brian Patrick Cassidy | OWNER | — |
| Barry Stuart Volpert | MEMBER | — |
| ROTH RALPH LAWRENCE | CO-CEO | — |
| GORDO JASON MICHAEL | PRESIDENT | — |
| CASSIDY JOHN PATRICK | OWNER | — |
| VOLPERT BARRY STUART | MEMBER | — |
| CAPELLE MICHAEL JOHN | CCO; CO-CEO | — |
| CLOUGH THOMAS DEAN | CHIEF COMPLIANCE OFFICER | — |
| Rankin James Porter | CHIEF COMPLIANCE OFFICER | — |
| GORDO JASON | PRESIDENT | — |
Showing 15 of 22 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| MESA | AZ | 25 | 877-778-2351 |
| LENEXA | KS | 15 | 913-393-1000 |
| ROCHESTER | NY | 10 | 585-340-5200 |
| BOISE | ID | 9 | 2088532000 |
| CAMPBELL | CA | 6 | 408-369-7399 |
| TROY | MI | 4 | (248) 828-8000 |
| BINGHAM FARMS | MI | 4 | 2488288000 |
| LEE'S SUMMIT | MO | 3 | 816-554-3736 |
| CALABASAS | CA | 3 | 818-708-6888 |
| RESTON | VA | 3 | (703) 757-3849 |
| ORLAND PARK | IL | 3 | 708-403-2800 |
| CHESTER SPRINGS | PA | 2 | 6105247031 |
| MOORESVILLE | IN | 2 | 317-834-2276 |
| GLIDDEN | IA | 2 | 712659156 |
| EL SEGUNDO | CA | 2 | 408-369-7399 |