Volpert Investors, L.P.
OwnerModern Wealth Management, LLC
About Volpert Investors, L.P.
Volpert Investors, 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%.
Reported ownership
Owns 25-50% of Modern Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Volpert Investors, L.P. work?
Volpert Investors, L.P. is listed as Owner at Modern Wealth Management, LLC on SEC Form ADV.
How much of Modern Wealth Management, LLC does Volpert Investors, 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 |