Crestview Holdings IV (offshore), L.P.
OwnerModern Wealth Management, LLC
About Crestview Holdings IV (offshore), L.P.
Crestview Holdings IV (offshore), L.P. is listed as Owner at Modern Wealth Management, LLC in Kansas City, MO. Form ADV reports a beneficial ownership band of 25-50%. Crestview Holdings IV (offshore), L.P. is associated with 2 registered advisers.
Reported ownership
Owns 25-50% of Modern Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Crestview Holdings IV (offshore), L.P. work?
Crestview Holdings IV (offshore), L.P. is listed as Owner at Modern Wealth Management, LLC on SEC Form ADV.
How much of Modern Wealth Management, LLC does Crestview Holdings IV (offshore), L.P. own?
Form ADV reports a beneficial ownership band of 25-50%.
Modern Wealth Management, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |
Modern Wealth Management, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |