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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2022
- Office Locations
- 47
Office Locations
About Modern Wealth Management, LLC
Modern Wealth Management is an RIA providing integrated financial planning and investment management, supported by in-house tax, insurance, and estate planning specialists. The firm serves individuals and families, offers a dedicated planning program for the public safety community (first responders, government and military), and supports employers with retirement plan administration and fiduciary consulting. It also runs America’s Wealth Management Show and offers a partner platform for advisors.
Reported data analysis
What the numbers show
Between September 15, 2025 and July 2, 2026, reported AUM increased 77.3%, from $6.1B to $10.9B.
Across 4 reported observations, AUM increased 610.2% between December 4, 2023 and July 2, 2026, from $1.5B to $10.9B.
Of the latest reported AUM, 93.8% is discretionary and 6.2% is non-discretionary.
The firm reports 102 advisory representatives and 11,939 clients, or 117 clients per representative. That equates to $913.3K in reported AUM per client.
The profile lists 47 reported office locations and 3 years in operation. The source data was last updated on July 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Modern Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JOHN CAPELLE
Advisor, CO-CEO
- CRD
- #4933023
- Ownership
- Less than 5%
JASON MICHAEL GORDO
Advisor, President
- CRD
- #4350600
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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KYLE MICHAEL AKERS
Senior Advisor
- CRD
- #5521788
TYLER JACOB ALLEN
Public Safety Representative
- CRD
- #6458613
Showing 2 of 150 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,229,142,508 | $338,221 |
| Non-Discretionary | $674,908,734 | $1,809,407 |
| Total | $10,904,051,242 | $356,144 |
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Separately Managed Accounts
SMA allocation detail is available
Modern Wealth Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Modern Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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