Modern Wealth Management, LLC

Q4 2024 13F Detailed Holdings

Location: Lenexa, KS
Holdings as of: 12/31/2024
Value ($000): $2,508,172
Num holdings: 1,344
Date filed: 5/29/2025
Form type: 13F-HR/A - RESTATEMENT
Prev filing: 5/30/2025
Next filing: 6/2/2025
SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

This filing has been restated, see here for the amended filing

Compare Q4 2024 to

Sym	Issuer Name	Cl	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None

Other Managers

Num	Name	File Number
2	Orion Portfolio Solutions, LLC	028-20154
3	ALLIANCEBERNSTEIN L.P.	028-10562
5	VISE AI Advisors
7	Advisors Capital Management, LLC	028-11543
8	SpiderRock Advisors, LLC	028-18017
11	Brinker Capital Investments, LLC	028-11877
12	Greenrock Research, Inc.