United States · How much has Modern Wealth Management raised?
Modern Wealth Management has raised $200M across 1 round since 2023.
United States · Growth startup
Who invested in Modern Wealth Management
One round we have observed, with the 0 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.
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Funding summaryUpdated 15 Nov 2026
$200Mraised across 1 round since 2023, from 1 source
- Latest round
- Growth, $200MApr 2023
- Investors
- 0
The rounds
- Apr 2023Growth$200M
No investor was named in the report.
Source recorded
Founders and team
From Modern Wealth Management's own website: 4 on the team.
- Charles AutreyTechnology Director
- Jackson AherronTax Associate
- Julia ApodacaRelationship Manager
- Maranda ArcuriClient Service Associate
AdvisersJordan Andrews
Quick answers about Modern Wealth Management
When did Modern Wealth Management last raise?
Modern Wealth Management's most recent round was a Growth of $200M in Apr 2023.
What was Modern Wealth Management's biggest round?
Its most recent round, $200M in Apr 2023, is also its largest on record.
What stage is Modern Wealth Management at?
Modern Wealth Management's latest named round is a Growth, in Apr 2023.
Where is Modern Wealth Management based?
Modern Wealth Management is based in the United States.
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