MONTEREY, Calif.--(BUSINESS WIRE)-- #Advisors--Modern Wealth Management today announced the acquisition of Lodi, CA-based 4thGEN Wealth Management, which oversees approximately $330 million in AUM.
Finance BusinessWire Oct 20, 2026
Modern Wealth Deepens California Presence With $330 Million 4thGEN Acquisition
MONTEREY, Calif.--(BUSINESS WIRE)-- #Advisors--Modern Wealth Management today announced the acquisition of Lodi, CA-based 4thGEN Wealth Management, which oversees approximately $330 million in AUM.
