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Modern Wealth Management, LLC

Modern Wealth Management... Market Share Analysis for May 2026

Looking for Financial Advisors? Modern Wealth Management creates custom plans to help you achieve the retirement lifestyle you've worked for.

Finance > Investing

Domainmodwm.com

Year Founded2023

Employees51 - 200

Annual Revenue$2M - $5M

Modern Wealth Management, LLC

Modern Wealth Management, LLC (including company regionals)

modwm.com

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Modern Wealth Management, LLC Revenue up to May 2026 is 2M - 5M

revenue generated by Modern Wealth Management, LLC top domains

Modern Wealth Management, LLC top domains revenue over 3 years

Revenue for Modern Wealth Management, LLC top domains

modwm.com2M - 5M

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Total visits to Modern Wealth Management, LLC's top domains

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Total visits last 3 months

Subsidiaries Breakdown

modwm.com17.5K

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Avg. visit duration in Modern Wealth Management, LLC's top domains

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Average visit duration last 3 months

Subsidiaries Breakdown

modwm.com00:00:28

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Avg. pageviews on Modern Wealth Management, LLC's top domains

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Average page views last 3 months

Subsidiaries Breakdown

modwm.com1.76

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Modern Wealth Management, LLC top competitors by domain

Top similar sites in May 2026, ranked by their affinity

unitedbank.comCompany NameUnited BankEmployees51 - 200HQUnited States, Alabama, AtmoreAnnual revenue$50M - $75MTotal visits57.9KFinance > Banking Credit and Lending

Top technologies used by Modern Wealth Management, LLC

These are the website technologies, by industry, used by Modern Wealth Management, LLC top domains

Advertising (6)

Google Adsense

Audio Video Media (4)

YouTube

Conversion & Analytics (4)

Google Analytics

Widget (3)

reCAPTCHA

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11

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News & Signals from Modern Wealth Management, LLC

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NewsModern Wealth Management, LLC acquired Legacy Wealth Management LLC on Apr 1st '26.The acquisition follows Modern Wealth's April purchase of South Florida-based Legacy Wealth Management and signifies the company's strategic decision to strengthen its Southeast footprint, according to a release.

NewsModern Wealth Management, LLC received financing of $200M in private equity funding on Jul 1st '23.The deal is the 22nd for Modern Wealth, which was founded by former United Capital executives with $200 million in private equity funding.

NewsModern Wealth Management, LLC expanded offices in Florida, United States, Northern America, Americas on Jun 3rd '26.This latest deal expands Modern Wealth's presence in Florida and follows its April acquisition of Legacy Wealth Management, a South Florida-based firm managing $1.2 billion in assets, also an LPL affiliate.