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Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation
Source: Business Wire
M&A & RestructuringPrivate Markets & VentureCompany Fundamentals
Modern Wealth Management acquired California-based AWA Wealth Management, which manages approximately $290 million in assets. The deal is Modern Wealth's second acquisition in the month, signaling an active inorganic-growth strategy in the registered investment adviser and wealth-management sector.
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