OVERLAND PARK, KSCRD 328005Latest ADV January 28, 2026
Mokan Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated January 28, 2026, reports $250M in regulatory assets under management, 4 employees, and 704 accounts.
Assets Under Management
$250M
Employees
4
Offices
--
Total Clients
173
Primary office
OVERLAND PARK, KS
14221 METCALF AVE #150, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.8% of total clients.
Top client categories% of clientsClients
1
HNWI
53.8%
93
2
Individuals
46.2%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of January 28, 2026
Discretionary100.0%
$250M
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$250M
Total Accounts704
10Y AUM Change+$140M (+126.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee43:1
10Y Employee Change+3 (+300.0%)
* 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.