Modern Wealth Management

1 add-on

2 deals covered

Backed by Crestview Partners. In our coverage since September 10, 2026.

November 2026

1 deal

InvestmentCenterbridge Partners, Harvest Partners, Crestview PartnersNov 10$200 millionFinancial Services

Centerbridge invests $200 million in Modern Wealth Management

The hybrid debt-and-equity investment will fund acquisitions for the Monterey, California wealth management firm, which has about $17 billion in assets under management.

September 2026

1 deal

Add-onCrestview PartnersSep 10Financial Services

Crestview-backed Modern Wealth Management acquires Sanchez Wealth Management Group in Jacksonville

Modern Wealth Management, a Crestview Partners portfolio company, is acquiring Jacksonville wealth manager Sanchez Wealth Management Group, with about $710 million in client assets.