Modern Wealth Management, LLC

Business address
13550 W 95 Th St., Lenexa, KS, 66215
State of incorporation
CA
Fiscal year end
December 31
Modern Wealth Management, LLC has filed 27 SEC EDGAR filings since 2/14/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 12, 2025 Sep 30, 2025 028-23804
13F-HR/A Open Document Open Filing Nov 12, 2025 Jun 30, 2025 028-23804
N-PX Open Document Open Filing Aug 26, 2025 Jun 30, 2025 028-23804
13F-HR Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-23804
13F-HR/A Open Document Open Filing Jun 2, 2025 Mar 31, 2025 028-23804
13F-HR/A Open Document Open Filing Jun 2, 2025 Mar 31, 2025 028-23804
13F-HR/A Open Document Open Filing May 30, 2025 Dec 31, 2024 028-23804
13F-HR/A Open Document Open Filing May 30, 2025 Dec 31, 2024 028-23804
13F-HR/A Open Document Open Filing May 30, 2025 Sep 30, 2024 028-23804
13F-HR/A Open Document Open Filing May 30, 2025 Sep 30, 2024 028-23804
13F-HR/A Open Document Open Filing May 30, 2025 Dec 31, 2024 028-23804
13F-HR/A Open Document Open Filing May 30, 2025 Dec 31, 2024 028-23804
13F-HR/A Open Document Open Filing May 29, 2025 Sep 30, 2024 028-23804
13F-HR/A Open Document Open Filing May 29, 2025 Sep 30, 2024 028-23804
13F-HR/A Open Document Open Filing May 29, 2025 Jun 30, 2024 028-23804
13F-HR/A Open Document Open Filing May 29, 2025 Jun 30, 2024 028-23804
13F-HR/A Open Document Open Filing May 29, 2025 Mar 31, 2024 028-23804
13F-HR/A Open Document Open Filing May 29, 2025 Mar 31, 2024 028-23804
13F-HR/A Open Document Open Filing May 28, 2025 Dec 31, 2023 028-23804
13F-HR/A Open Document Open Filing May 28, 2025 Dec 31, 2023 028-23804
13F-HR Open Document Open Filing May 15, 2025 Mar 31, 2025 028-23804
13F-HR Open Document Open Filing Feb 11, 2025 Dec 31, 2024 028-23804
13F-HR Open Document Open Filing Nov 5, 2024 Sep 30, 2024 028-23804
N-PX Open Document Open Filing Aug 30, 2024 Jun 30, 2024 028-23804
13F-HR Open Document Open Filing Aug 8, 2024 Jun 30, 2024 028-23804
13F-HR Open Document Open Filing May 13, 2024 Mar 31, 2024 028-23804
13F-HR Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-23804