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MKD WEALTH
MKD WEALTH COACHES, LLC
CRD 144994 · SEC 801-68330
1301 W. LONG LAKE ROAD, SUITE 210, TROY, MI, 48098, United States
Phone
248-418-5100
Fax
248-418-5105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.7M
Discretionary AUM
$498.7M
Team
13 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $56.5M |
| High net worth individuals | 121 | $443.2M |
States served
AZ, CA, IL, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD