Mkd Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 30, 2026, reports $506M in regulatory assets under management, 13 employees, 1 office, and 1,175 accounts.
Assets Under Management
$506M
Employees
13
Offices
1 office
Total Clients
237
Primary office
TROY, MI
1301 W. LONG LAKE ROAD, SUITE 210, TROY, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
121
2
Individuals
48.9%
116
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of March 30, 2026
Discretionary98.6%
$499M
99% of total RAUM98.6%
Non-discretionary1.4%
$7M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$506M
Total Accounts1,175
10Y AUM Change+$330M (+187.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee18:1
10Y Employee Change+6 (+85.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.