Thomas
Falkenberry

Modern Wealth Management, LLC

CRD#1925791
Investment Advisor
in Great Falls, VA

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About this Advisor

Thomas Falkenberry is a financial advisor based in Great Falls, Virginia, working with Modern Wealth Management, LLC. Thomas has previously held positions at Autumn Wind Asset Management Inc and Modern Wealth Management, LLC. Thomas is registered to provide services in Virginia. Currently, Thomas is part of Modern Wealth Management, LLC, which operates out of Great Falls, Virginia. The firm has 9 offices and 92 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Modern Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Great Falls, VA

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Modern Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,073,107,856

VA Average: $2,243,162,756
Total Number of Employees

92

VA Average: 44
Total Number of Accounts

13,592

VA Average: 4,091
Average Account Size

$152,524

VA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thomas Falkenberry Work History

2024 - Present (1 year)

Modern Wealth Management, LLC

2000 - 2024 (24 years)

Autumn Wind Asset Management Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Falkenberry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Modern Wealth Management, LLC

Brian Johnson
Glidden, IA
Zachary Ghilino
Lenexa, KS
Jeffrey Ernest
Lenexa, KS
Stephen Howles
Lenexa, KS
Jeremiah Johnson
Glidden, IA
James Rankin
Lenexa, KS
Drew Sprugel
Lenexa, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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