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Modern Wealth Management
Michelle Anthony, owner of Modern Wealth Management, created an Independent, Education-Based Investment Firm. Our team is committed to helping you succeed...
Modern Wealth Management
Michelle Anthony, owner of Modern Wealth Management, created an Independent, Education-Based Investment Firm. Our team is committed to helping you succeed financially and live out your life ambitions through personalized planning, education and ongoing partnership.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Kansas City
Corporate office
Lenexa, KS, United States
Sector focus
Frequently asked questions
What is Modern Wealth Management?
Modern Wealth Management is a bank / wealth / trust headquartered in Kansas City, United States.
When was Modern Wealth Management founded?
Modern Wealth Management was founded in 2011.
Where is Modern Wealth Management headquartered?
Modern Wealth Management is headquartered in Kansas City, United States, in the North America region.
What is Modern Wealth Management's assets under management?
Modern Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Modern Wealth Management?
Altss maintains an OSINT-verified profile of Modern Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Modern Wealth Management's website?
Modern Wealth Management's public website is modernwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Modern Wealth Management?
Modern Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Modern Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Modern Wealth Management's Altss profile last updated?
Modern Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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