On July 9, 2025, Modern Wealth Management announced its acquisition of the assets of Kaye Capital Management.
Modern Wealth Management (“Modern Wealth”) announced, on July 9, 2025, its acquisition of the assets of Kaye Capital Management (“Kaye”). Under the terms of the deal, Kaye’s team will join Modern Wealth and adopt the Modern Wealth name. Further terms of the transaction were not disclosed.
Modern Wealth, based in Monterey, California, is a registered investment advisor specializing in financial, estate and tax planning services. Modern Wealth has approximately $8.5 billion in assets under management.
Kaye, based in El Segundo, California, is a registered investment advisor offering financial planning and investment management services, along with a dedicated institutional retirement planning business. Kaye has approximately $700 million in assets under management.
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