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RIA / WealthAdvisorCertified Financial Planner28 years in industry

MARTIN LLEWELLYN HOPKINS

Advisor at MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO | ANNAPOLIS, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34f61379-8d7d-4fd1-aabd-cf2ca8c6ca0b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Nov 18, 2003 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Martin Llewellyn Hopkins

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MODERN WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 6, 1998
First registration: Nov 18, 2003
Dual registered: no
IAPD individual key: 3021373

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERN WEALTH MANAGEMENT, LLC	Independent wealth	May 17, 2024	n/a	yes	ANNAPOLIS, MD\|KANSAS CITY, MO	Current employment
WEALTH MANAGEMENT SOLUTIONS	Former SEC adviser	Jul 1, 2021	Aug 7, 2024	no	Annapolis, MD\|Annapolis, MD\|Fulton, MD\|Charleston, SC\|Princeton, NJ	Previous registration
HOPKINS INVESTMENT MANAGEMENT, LLC.	Former SEC adviser	Nov 18, 2003	Jul 20, 2021	no	ANNAPOLIS, MD\|CENTREVILLE, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH MANAGEMENT SOLUTIONS	MODERN WEALTH MANAGEMENT, LLC	Aug 7, 2024	May 17, 2024	-82	Firm change after gap	RIA to RIA
HOPKINS INVESTMENT MANAGEMENT, LLC.	WEALTH MANAGEMENT SOLUTIONS	Jul 20, 2021	Jul 1, 2021	-19	Firm change	RIA to RIA

Relationships

Registered with (3)

→ MODERN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 17, 2024 to presentfactForm ADV
→ WEALTH MANAGEMENT SOLUTIONSRegistered adviserregistration: previous registration
Jul 1, 2021 to Aug 7, 2024factForm ADV
→ HOPKINS INVESTMENT MANAGEMENT, LLC.Registered adviserregistration: previous registration
Nov 18, 2003 to Jul 20, 2021factForm ADV

Dated events

Occurred
Aug 7, 2024
Advisor changed firm
Martin Llewellyn Hopkins left Wealth Management Solutions for Modern Wealth Management, Llc (registered 2024-05-17)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34f61379-8d7d-4fd1-aabd-cf2ca8c6ca0b
First observed: Nov 18, 2003
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARTIN LLEWELLYN HOPKINS

Advisor at MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO | ANNAPOLIS, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34f61379-8d7d-4fd1-aabd-cf2ca8c6ca0b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MODERN WEALTH MANAGEMENT, LLC

Independent wealth

May 17, 2024

n/a

yes

ANNAPOLIS, MD|KANSAS CITY, MO

Current employment

WEALTH MANAGEMENT SOLUTIONS

Former SEC adviser

Jul 1, 2021

Aug 7, 2024

Annapolis, MD|Annapolis, MD|Fulton, MD|Charleston, SC|Princeton, NJ

Previous registration

HOPKINS INVESTMENT MANAGEMENT, LLC.

Former SEC adviser

Nov 18, 2003

Jul 20, 2021

ANNAPOLIS, MD|CENTREVILLE, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WEALTH MANAGEMENT SOLUTIONS

MODERN WEALTH MANAGEMENT, LLC

Aug 7, 2024

May 17, 2024

-82

Firm change after gap

RIA to RIA

HOPKINS INVESTMENT MANAGEMENT, LLC.

WEALTH MANAGEMENT SOLUTIONS

Jul 20, 2021

Jul 1, 2021

-19

Firm change

RIA to RIA