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Monday, October 26, 2026 · Today’s edition, 6:30 a.m. ETMon, Oct 26 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Sanchez Wealth Management Group

JACKSONVILLE, FL
CRD: 169274
In network coverage since September 10, 2026 · 11 stories
$571MRegulatory AUMSEC Form ADV · Oct 24
3EmployeesForm ADV
5Deals on our tracker
Regulatory AUM · Sep 12 – Oct 24
Deal recordFull tracker →
Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage
Sep 9, 26Deal announcedModern Wealth Management · $710 — coverage
Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage
Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage
Aug 30, 26Deal closedModern Wealth Management · $710M
Network coverage
M&A

Modern Wealth's 24th deal is a succession purchase priced in people

Six closings in nine months makes Modern Wealth the cleanest test of whether founder exits below $500 million can be integrated as fast as they are bought.
Recruiting & transitions · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets
Succession & selling a firm · Sep 11Sanchez's real multiple sits in the terms nobody published
Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file
M&A · Sep 10Modern Wealth buys exits in Florida, and absorption is what it cannot buy
Moves · Sep 10OnePoint and Modern are buying channels, not Florida
The Advisor's Note · Sep 10A zero-fee custody pitch turns due diligence upside down
The Wrap · Sep 10EQT opens its Asia buyout book to individuals
The Tape · Sep 10Aggregators are buying the teams now
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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