Modern Wealth Acquires Florida-Based Flaharty Asset Management

Modern Wealth has acquired Flaharty Asset Management, a wealth management firm in Clearwater, Florida with $1.1 billion in advisory and brokerage assets. The acquisition expands Modern Wealth's presence in the Southeast U.S., particularly in Tampa Bay/Clearwater following its recent purchase of Legacy Wealth Management.

By Vidhya Edwards Munnangi Thu, June 4, 2026 at 3:02 PM GMT+3 2 min read · Yahoo Finance ·

Modern Wealth Acquires Florida-Based Flaharty Asset Management

Topics: Florida Expansion Private Banking Wealth Management

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