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Modern Wealth buys Florida’s Flaharty Asset Management
Key takeaways
- Modern Wealth buys Florida’s Flaharty Asset Management.
- Financial terms of the deal remain undisclosed.
- Flaharty, led by Shon Flaharty and Hunter Orr, is joining Modern Wealth with a team of 18 people, including nine advisers.
Modern Wealth buys Florida’s Flaharty Asset Management. The deal adds to Modern Wealth’s operations in Florida. Credit: Pro.Sto/ Shutterstock.com. · Private Banker International · Pro.Sto/ Shutterstock.com. Vidhya Edwards Munnangi Thu, June 4, 2026 at 7:02 PM GMT+7 2 min read Modern Wealth Management has acquired Flaharty Asset Management, a wealth management firm based in Clearwater, Florida, with about $1.1bn in advisory and brokerage assets.
Financial terms of the deal remain undisclosed.
Flaharty, led by Shon Flaharty and Hunter Orr, is joining Modern Wealth with a team of 18 people, including nine advisers.
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