Modern Wealth Management Acquires Flaharty Asset Management
June 3, 2026
Modern Wealth Management announced an asset purchase agreement to acquire Clearwater, Florida-based Flaharty Asset Management, a holistic wealth management firm overseeing about $1.1 billion in advisory and brokerage assets. The deal adds an 18-person team (including nine advisors) and expands Modern Wealth’s presence in the Greater Tampa Bay/Clearwater market as part of its broader Southeast footprint growth.
- Buyers
- Modern Wealth Management
- Targets
- Flaharty Asset Management
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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