Modern Wealth Management completes acquisition of C&J Wealth Advisors, Surpasses $4 Billion in AUM
Acquiring Company
Modern Wealth Management
Acquired Company
C&J Wealth Advisors
LenexaKnoxvilleFinancial ServicesFinanceFinancial ServicesFinanceDescription
Modern Wealth Management, a registered investment advisory (RIA) firm, has announced the strategic acquisition of Knoxville, Tennessee-based C&J Wealth Advisors. This acquisition propels Modern Wealth’s assets under management (AUM) to over $4 billion, marking the firm’s significant milestone in national expansion.
Quick answer
Modern Wealth Management is acquiring C&J Wealth Advisors for $4 billion, announced July 11, 2024. Modern Wealth Management is based in Lenexa, Kansas, United States.
- How much did Modern Wealth Management pay for C&J Wealth Advisors?
- The reported deal value is $4 billion.
- What does Modern Wealth Management do?
- At Modern Wealth Management, our goal is to reimagine the delivery of financial advice.
- Where are Modern Wealth Management and C&J Wealth Advisors based?
- Modern Wealth Management is based in Lenexa, Kansas, United States. C&J Wealth Advisors is based in Knoxville, Tennessee, United States.
- Who are the decision-makers at Modern Wealth Management?
- Fundz holds 1 contact at Modern Wealth Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired C&J Wealth Advisors?
C&J Wealth Advisors was acquired by Modern Wealth Management, based in Lenexa. The deal was reported on July 11, 2024. At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. Modern Wealth Management is privately held and operates in Financial Services.
When did Modern Wealth Management acquire C&J Wealth Advisors?
Modern Wealth Management's acquisition of C&J Wealth Advisors was reported on July 11, 2024. Modern Wealth Management, a registered investment advisory (RIA) firm, has announced the strategic acquisition of Knoxville, Tennessee-based C&J Wealth Advisors. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does C&J Wealth Advisors do?
C&J Wealth Advisors is an independent, fee-based wealth management firm serving Knoxville and Oak Ridge, Tennessee since 1982. It is privately held, operating in Financial Services, and is based in Knoxville.
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