On April 2, 2026, Modern Wealth Management announced that it had acquired Legacy Wealth Management.
Modern Wealth Management (“Modern”) announced, on April 2, 2026, that it had acquired Legacy Wealth Management (“Legacy”). Under the terms of the transaction, Legacy’s eight-person team, including seven financial advisors, will join Modern. Further terms of the transaction were not disclosed.
Modern, 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 has approximately $12 billion in assets under management.
Legacy, based in Plantation, Florida, is a registered investment advisor offering financial planning, investment, and estate services to high-net-worth clients. Legacy has approximately $1.2 billion in assets under management. Gladstone served as Legacy’s exclusive financial advisor.
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