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 | — |