Tag : Modern Wealth

Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation
Finance Investments News

Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation

Business Wire
by Business Wire0
32-year-old Auburn firm joins Modern Wealth to expand client capabilities and support next-generation advisor development Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of financial professionals and their clients, today announced the acquisition of AWA Wealth Management, an Auburn, California-based wealth......
United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
Fintech Investment Services News

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Business Wire
by Business Wire0
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordo join forces to build a national wealth management firm using their extensive experience as leaders at a $25 billion AUM independent advisory business Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to......
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