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Private Wealth Daily
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AWA Wealth Management

In network coverage since September 24, 2026 · 5 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal announcedModern Wealth Management · $290M — coverage
Network coverage
M&A

Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA

The purchase is Modern Wealth's seventh this year and 25th since its 2023 founding, according to the firm's release.
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
The Wrap · Sep 24Edelman hires recordkeeper product chief to own the rollover
Tax & estate planning · Sep 24The succession gap is a price nobody wrote down
M&A · Sep 24Modern Wealth's 24th deal is a succession purchase priced in people
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