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Tuesday, October 20, 2026The Morning Brief →Sign in
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Kenneth F. Levy

Modern Wealth · Reported Oct 20
In network coverage since October 20, 2026 · 1 story
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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.
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