Modern Wealth Management completed the acquisition of Kaye Capital Management.

Modern Wealth Management, an investment advisory firm, completed the acquisition of Kaye Capital Management, a RIA. Financial terms were not disclosed “KCM joining Modern Wealth marks another significant milestone as we deepen our reach in California, strengthening our ability to deliver comprehensive wealth and retirement solutions for individuals and corporations in one of the nation’s most sophisticated markets. David and Ken have built an exceptional firm with deep community roots and real expertise across both personal wealth management and institutional retirement planning. Their leadership and local presence sharpens our bench in Los Angeles and contributes to our growing national presence,” Jason Gordo, Modern Wealth Co‑founder and President.