Modern Wealth Management
National RIA co-founded in 2023 by Mike Capelle, Gary Roth, and Jason Gordo. Provides integrated wealth management including financial planning, tax strategies, estate planning, and insurance. Backed by $200M from Crestview Partners.
Why interesting to a deal team
PE-backed RIA founded by former United Capital executives now co-running operations. Demonstrates repeatable acquisition playbook: 22+ deals to $14B AUM in 3 years with capital from Crestview backing.
Experts connected to this company
- Mike CapelleCo-founder and Co-CEO, running the firm today
- Christopher C. FriedenLed counsel on firm's launch and Crestview financing
- Gary RothCo-founder and co-CEO, running day-to-day operations
Mike Capelle
Co-founder and Co-CEO
Modern Wealth Management
Serial RIA-platform builder who took United Capital to a $750M Goldman exit and is now running Modern Wealth's PE-backed roll-up playbook in real time.
Christopher C. Frieden
Partner and Chair of Partners Committee
Alston & Bird LLP
Atlanta's go-to RIA M&A lawyer, having steered 175+ wealth management deals worth $7B+ since 2020 — a direct line into active RIA consolidation activity.
Gary Roth
Co-founder and Co-CEO
Modern Wealth Management
Co-CEO who scaled United Capital to a $750M Goldman exit and is now running Crestview-backed Modern Wealth's 18-deal RIA roll-up — a live playbook for aggregation-model diligence.
Sources
- Page titlePrimarywealthmanagement.com/ria-news/united-capital-co-founders-launch-modern-wealth-management-with-pe-backing
- No name matchOtherBot-blockedfa-mag.com/news/modern-wealth-management-launched-in-california-by-former-goldma-sachs-executives-72708.html
- Structured dataOthermodwm.com