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MOKAN WEALTH MANAGEMENT
MOKAN WEALTH MANAGEMENT INC
CRD 328005 · SEC 801-130379
14221 METCALF AVE #150, OVERLAND PARK, KS, 66223, United States
Phone
913-257-3991
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.3M
Discretionary AUM
$250.3M
Team
4 total employees; 3 advisory reps; 18 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $49.1M |
| High net worth individuals | 93 | $201.3M |
States served
KS, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD