About LFM Wealth Management
LFM Wealth Management is a company based in Lenexa (United States) founded in 1996 was acquired by Modern Wealth Management in December 2024. LFM Wealth Management offers products and services including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance. LFM Wealth Management operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter Lenexa, United States
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Modern Wealth Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
Not available
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Acquired by
Modern Wealth Management
(Dec 10, 2024)
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Products & Services of LFM Wealth Management
LFM Wealth Management offers a comprehensive portfolio of products and services, including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance.
Services for managing retirement investments and goals.
Advisory on portfolio management and financial growth strategies.
Assistance with tax planning and optimization for clients.
Guidance on estate management and legacy planning needs.
Advice on insurance options for financial protection.
Funding Insights of LFM Wealth Management
Detailed funding history for LFM Wealth Management
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Investors in LFM Wealth Management
LFM Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management.
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Wealth management services are provided to clients by the firm.
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Investor details for LFM Wealth Management
Investor domains, locations, round participation, and complete history require an active premium plan.
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- Investor locations
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Investments & Acquisitions by LFM Wealth Management
Investment portfolio details for LFM Wealth Management
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
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Financial Statements - LFM Wealth Management
Detailed financials for LFM Wealth Management
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- Profit trends
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Lfm Wealth Management Comparisons
Peer comparison for LFM Wealth Management
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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Competitors of LFM Wealth Management
LFM Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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An app-based platform is provided for individual wealth management.
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Financial planning and advisory platform
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Detailed competitors of LFM Wealth Management
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- Full company profiles
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Verified entity values are shown only after access is granted.
Latest news on Lfm Wealth Management
Complete news archive for LFM Wealth Management
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Frequently Asked Questions about LFM Wealth Management
LFM Wealth Management was founded in 1996.
LFM Wealth Management is headquartered in Lenexa, United States. It is registered at Lenexa, Kansas, United States.
LFM Wealth Management was founded in 1996 and operates from Lenexa, United States, within the financial services sector. A variety of advisory services is delivered, encompassing retirement planning, investment strategies, tax optimization, estate management, insurance evaluation, and additional related areas. Operations focus on personalized financial guidance for individuals and entities across the region.
LFM Wealth Management's top competitors include The Tifin Group, Ascensus and Farther.
LFM Wealth Management offers Retirement Planning, Investments, Taxes, Estate Planning, and Insurance.
LFM Wealth Management has 1 investor. Key investors include Modern Wealth Management.