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Modern Wealth Adds $570M AUM With Latest Two Deals

Modern Wealth Adds $570M AUM With Latest Two Deals
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Modern Wealth Management Adds Tax Expertise

The RIA firm acquires an Indiana-based team of 10, including 3 CPAs, and around $100M in managed assets.

United statesJason gordoMartin jamesCeos gary rothMike capelleKyle martinWorld equity groupOsiwala financial groupBarber financial groupModern wealth managementUnited capitalCrestview partnersMartin james investmentTax managementModern wealthWorld equity

RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm.

San franciscoUnited statesLee summitJohn coyneTom manningMichael schreiberMike drennenJoseph schmidtJeff rauppTodd funkMatt logarStephanie brucknerHeacock jonesKelly watzkaLos angelesTim mitrovich

Crestview Partners Backs Modern Wealth Management

The firm's client experience will be guided by a team such as CFPs, tax planners, risk managers, CFAs, estate planners and others.

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