# MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 324624
- Type: SEC-registered investment adviser
- SEC file number: 801-127231
- Location: 1712 MAIN STREET, SUITE 400, KANSAS CITY, MO, 64108
- Phone: 913-393-1000
- Latest filing: 2026-07-02
- Regulatory AUM: $10.9B
- Discretionary AUM: $10.2B
- Non-discretionary AUM: $674.9M
- Clients: 253
- Accounts: 30,617

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (14)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324624/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324624/similar
- Related entities: https://search.stillhousedata.com/firm/324624/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324624

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.