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Private Wealth Daily
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Jason Gordo

In network coverage since September 10, 2026 · 4 stories
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 10Modern Wealth buys exits in Florida, and absorption is what it cannot buy
M&A · Sep 10Modern Wealth buys exits, and absorption is the constraint
Succession & selling a firm · Sep 10A $710 million exit where the founder stays put
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