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Trusted by
Acquiring Company
Modern Wealth Management
Acquired Company
4thGEN Wealth Management
LodiFinancial ServicesFinanceFinancial ServicesDescription
Modern Wealth Management announced its acquisition of Lodi, California-based 4thGEN Wealth Management. The target oversees approximately $330 million in assets under management. The deal deepens Modern Wealth's presence in California.
Fundz sees it the moment Modern Wealth Management makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Frequently asked
Who acquired 4thGEN Wealth Management?
4thGEN Wealth Management was acquired by Modern Wealth Management. The deal was reported on October 20, 2026. Modern Wealth Management is a national registered investment advisory (RIA) firm reimagining the delivery of financial advice. Modern Wealth Management is privately held and operates in Financial Services.
When did Modern Wealth Management acquire 4thGEN Wealth Management?
Modern Wealth Management's acquisition of 4thGEN Wealth Management was reported on October 20, 2026. Modern Wealth Management announced its acquisition of Lodi, California-based 4thGEN Wealth Management. The target oversees approximately $330 million in assets under management. The deal deepens Modern Wealth's presence in California. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does 4thGEN Wealth Management do?
4thGEN Wealth Management is a wealth management firm based in Lodi, California. The firm oversees approximately $330 million in assets under management. It is privately held, operating in Financial Services, and is based in Lodi.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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