Modern Wealth Management
Financial Services • 
Lenexa, Kansas, United States • 201-500 Employees
Company overview
| Headquarters | 13550 W 95th St, Lenexa, KS 66215, US |
| Phone number | +19133931000 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Tax Planning, Trusts, 401K, Retirement Planning, Life Insurance, Wills, Portfolio Management, Insurance, Long Term Care Insurance, Estate Planning, Tax Preparation, Iras, Social Security |
| Founded | 1996 |
| Employees | 201-500 |
| Socials |
Key Contacts at Modern Wealth Management
Jason Gordo
Co-Founder & President
Mike Capelle
Co-Founder & Co-Ceo
Shad Besikof
Managing Director, Partnership Development
David W. Hilton
Managing Director
Will Doty
Managing Director
Martin James
Managing Director
Dean Barber
Managing Director
Stephen Tuckwood
Director Of Investments
Gary Roth
Co-Founder And Co-Ceo, Modern Wealth Management
Jaycie Stone
Director Of Operations
Modern Wealth Management Email Formats
Modern Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@modwm.com), used 96.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@modwm.com | 96.8% |
{first initial}.{second initial}{last name} | j.odoe@modwm.com | 1.6% |
{first name}.{last name} | john.doe@modwm.com | 1.6% |
About Modern Wealth Management
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
Modern Wealth Management revenue & valuation
| Annual revenue | $3,220,000 |
| Revenue per employee | $15,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,400,000 |
| Total funding | $200,000,000 |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Modern Wealth Management has 118 employees across 11 departments.
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Funding Data
Explore Modern Wealth Management's funding history, including investment rounds, total capital raised, and key backers.
Modern Wealth Management Tech Stack
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