ria
4thGEN Wealth Management
In network coverage since October 20, 2026 · 1 story
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
4thGEN Wealth Management
Oct 21 · to Modern Wealth Management
Deal recordFull tracker →
Network coverage
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.