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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Modern Wealth Management have?","answer":"Modern Wealth Management has 118 investment adviser representatives registered with state securities authorities, out of 253 employees, and 102 perform investment advisory functions. 7 are registered representatives of a broker-dealer and 38 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Modern Wealth Management invest in?","answer":"At the end of its last fiscal year, Modern Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% cash and equivalents, 2% variable annuities, variable universal life insurance, 401(k) custom investments, derivatives, non-exchange traded equities, stable value products, alternative investments, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). 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