What departments does Modern Wealth Management have?

Modern Wealth Management has employees across 6 departments including Marketing, Operations, Entrepreneurship, Administrative, Consultant.

What is the largest department at Modern Wealth Management?

The largest department at Modern Wealth Management is Consultant with 3 employees.

Where are Modern Wealth Management employees located globally?

Modern Wealth Management has employees across 5 continents and 14 countries including Ghana, Nigeria, Iran, Indonesia, Brunei Darussalam.

How has Modern Wealth Management's team size changed over time?

Modern Wealth Management's team has grown from approximately 153 to 174 employees based on available data.

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Modern Wealth Management Employee Directory

Financial ServicesKansas, United States201-500 Employees

Modern Wealth Management is a financial services firm based in Overland Park, Kansas. It provides an integrated wealth-management offering that coordinates a financial plan with support from investment, tax, insurance, and estate specialists under the oversight of a client’s advisor. The firm aims to relieve the financial stress and mental burden of managing complex financial decisions, whether done alone or with a disconnected team.

The company has actively expanded its footprint in 2026, adding offices in Florida and Colorado through acquisitions. This period of growth followed the acquisition of Legacy Wealth Management in South Florida and the inclusion of Brown and Company in Colorado, broadening its geographic reach.

Modern Wealth Management Global Highlights

North America
242

United States Of America
241
Panama
1

Asia
9

Iran
5
Indonesia
2
Brunei Darussalam
1
Kuwait
1

Europe
9

United Kingdom Of Great Britain And Northern Ireland
5
Germany
1
Azerbaijan
1
Albania
1
Belarus
1

Africa
2

Ghana
1
Nigeria
1

Oceania
2

Australia
2

Modern Wealth Management's Leadership

A. B.
Chief Marketing Officer
Mobile Phone
Email
A. B.
Chief Operating Officer
Mobile Phone
Email
J. G.
President
Mobile Phone
Email
S. N.
President
Mobile Phone
Email
A. G.
Managing Partner
Mobile Phone
Email
D. S.
Owner
Mobile Phone
Email
D. C.
Partner
Mobile Phone
Email
S. J.
Founding Partner
Mobile Phone
Email

Modern Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Support
Other
Consultant
Education

Contact profiles from Modern Wealth Management

Name

Title

Contact

Location

Last Update

A. B.
Director Of Operations
Mobile Phone
Email
Oct 21, 2024
B.
Managing Director
Mobile Phone
Email
May 13, 2024
A. M.
Client Servce Manager
Mobile Phone
Email
Apr 27, 2026
C. S.
Leader Advisor
Mobile Phone
Email
Aug 02, 2026
B. O.
Office Manager
Mobile Phone
Email
Oct 23, 2024
E. A.
Principal
Mobile Phone
Email
Oct 23, 2024
B. G.
Executive Advisor
Mobile Phone
Email
May 18, 2025
S. G.
Office Administrator
Mobile Phone
Email
Bay
May 30, 2026
A. T.
Concierge
Mobile Phone
Email
Oct 20, 2025
C. R.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Modern Wealth Management known for?

Modern Wealth Management was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-913-393-****

. Explore Modern Wealth Management's company overview page for more information.

What is Modern Wealth Management's most common email format?

Modern Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Modern Wealth Management email formats with LeadIQ.

How many employees does Modern Wealth Management have currently?

Modern Wealth Management has approximately 280 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Modern Wealth Management's key employees and leadership?

As of July 2026, Modern Wealth Management's key employees include:

Chief Marketing Officer: A. B.
Chief Operating Officer: A. B.
President: J. G.
President: S. N.
Managing Partner: A. G.

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Modern Wealth Management Employee Directory

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