Patrick Thomas Giddens
Financial advisor at Modern Wealth Management, LLC · Kansas City, MO
Last updated 2026-10-10
Claim your profilePatrick Thomas Giddens is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, CRD 2065349. Licenses and exams on the registration: Series 63. First registered 2015-03-31.
Registration
- CRD number
- 2065349
- Registration status
- Active
- First registered
- 2015-03-31
- Years of experience
- 11
- States registered
- CA, NV, TX
Licenses and exams
- Series 63
Designations
- Certified Financial Planner
Work history
- 2015-07 to 2019-06 · Johnson Lyman Wealth Advisors · Los Altos, CA
- 2019-07 to 2025-03 · Wade Financial Advisory · Campbell, CA
- 2025-03 to Present · Modern Wealth Management, LLC · Lenexa, KS
Current employment
- Modern Wealth Management, LLC · Kansas City, MO
Modern Wealth Management, LLC
- Regulatory AUM
- $10,904,051,242
- Registered advisors
- 161
- Offices
- 71
- Clients per advisor
- 74.1 (Moderate)
- Average AUM per client
- $913.7K (Low)
- High-net-worth client ratio
- 21.2% (Moderate)
Modern Wealth Management, LLC: advisors, services and reported ETF investments
Reported ETF positions
Modern Wealth Management reports 479 ETF positions worth $6.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| FBND — Fidelity Total Bond ETF | $368.9M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $198.5M |
| PVAL — Putnam Focused Large Cap Value ETF | $194.1M |
| JAAA — Janus Henderson AAA CLO ETF | $149.3M |
| IVV — iShares Core S&P 500 ETF | $148.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Modern Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $137M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $42.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $7.7M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $6.8M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Modern Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
1712 Main Street, Kansas City, MO 64108
158 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 913-393-1000
- Website: earn4u.com
- Youtube
Official record
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