# Modern Wealth Management

Modern Wealth Management is a Bank / Wealth / Trust based in Kansas City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kansas City, United States
- **Region:** North America
- **Address:** Lenexa, KS, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** modernwealth.com
- **LinkedIn:** https://www.linkedin.com/company/modern-wealth-management

## Regulatory record

- **CRD number:** 324624
- **SEC file number:** 801-127231
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324624

## About

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.

## Sectors

- Secondaries & Special Situations

## Related profiles

- [Modern Portfolio Consultants](https://altss.com/profile/modern-portfolio-consultants)
- [Modern Woodmen of America](https://altss.com/profile/modern-woodmen-of-america)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/modern-wealth-management

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