On May 21, 2024, Modern Wealth Management, LLC announced the acquisition of Wealth Management Solutions, LLC and Autumn Wind Asset Management, LLC.
Modern Wealth Management, LLC (“Modern Wealth”), announced on May 21, 2024, that it acquired Wealth Management Solutions, LLC (“WMS”) and Autumn Wind Asset Management, LLC (“Autumn Wind”). Further terms of the transaction were not disclosed.
Modern Wealth, based in Lenexa, Kansas, is a registered investment advisor specializing in tax, insurance, estate planning, financial planning, and investment management. As of May 2024, Modern Wealth had approximately $3.13 billion in assets under management.
WMS, based in Philadelphia, is a registered investment advisor that offers financial planning solutions, including tax & estate planning, investment management, and specialized private market investment offerings. As of May 2024, WMS had approximately $400 million in assets under management.
Autumn Wind, based in Reston, Virginia, is a registered investment advisor specializing in investment management services tailored for large families with multigenerational wealth. As of May 2024, Autumn Wind had approximately $170 million in assets under management.
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