Crestview Partners IV, L.P.
OwnerModern Wealth Management, LLC
About Crestview Partners IV, L.P.
Crestview Partners IV, L.P. is listed as Owner at Modern Wealth Management, LLC in Kansas City, MO. Form ADV reports a beneficial ownership band of 50-75%. Crestview Partners IV, L.P. is associated with 2 registered advisers.
Reported ownership
Owns 50-75% of Modern Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Crestview Partners IV, L.P. work?
Crestview Partners IV, L.P. is listed as Owner at Modern Wealth Management, LLC on SEC Form ADV.
How much of Modern Wealth Management, LLC does Crestview Partners IV, L.P. own?
Form ADV reports a beneficial ownership band of 50-75%.
Modern Wealth Management, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |
Modern Wealth Management, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |