OVERLAND PARK, KSCRD 322617Latest ADV February 27, 2026
Mn Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 27, 2026, reports $394M in regulatory assets under management, 5 employees, and 1,173 accounts.
Assets Under Management
$394M
Employees
5
Offices
--
Total Clients
571
Primary office
OVERLAND PARK, KS
6800 W 115TH STREET, SUITE 3511, OVERLAND PARK, KS, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
459
2
HNWI
19.6%
112
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$394Mas of February 27, 2026
Discretionary100.0%
$394M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$394M
Total Accounts1,173
10Y AUM Change+$394M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee114:1
10Y Employee Change-1 (-16.7%)
* 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.