MODERN WEALTH HOLDINGS LLC

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served15+10 YoYRank #941 of mapped providers

Assets under administration$281M0.0%Market share · rank #5836

Fees received$364,757Median $18,288/planSum across Schedule C direct + indirect

Net wins YoY+1013 won · 3 lostPlan-level switch detection

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