Modern Wealth Acquires 4thGEN
Modern Wealth Management (“Modern Wealth”) announced, on October 20, 2026, that it had acquired 4thGEN Wealth Management (“4thGEN”). Under the terms of the transaction, 4thGEN will gain access to Modern Wealth’s planning resources. Further terms of the transaction were not disclosed.
Modern Wealth, based in Monterey, California, is a registered investment advisor offering financial planning, tax planning and preparation, estate planning, and investment management services to clients. Modern Wealth has approximately $16 billion in assets under management.
4thGEN, based in Lodi, California, is an advisory firm serving agricultural communities and high net worth families. 4thGEN has approximately $330 million in assets under management.
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