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Mn Wealth Advisors, LLC

● SEC registered since 2022CRD 322617SEC# 801-126395Overland Park, KS
Export (members)
Reg. AUM
$330.4M
Employees
5
Accounts
1,123
Location
Overland Park, KS

Mn Wealth Advisors, LLC assets under management

Mn Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2022. It reports $330.4 million in regulatory assets under management and employs 5 people.

Mn Wealth Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Anthony Richard Moeller ControlChief Compliance OfficerUnder 5%2023
Marksnelson Advisory, LLC ControlManaging MemberOver 75%2023
Springline Advisory Holdings, LLC ControlManaging MemberOver 75%2023
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Frequently asked questions

How much does Mn Wealth Advisors, LLC manage?

Mn Wealth Advisors, LLC reports $330.4 million in regulatory assets under management on its Form ADV.

How many employees does Mn Wealth Advisors, LLC have?

Mn Wealth Advisors, LLC reports 5 employees.

Where is Mn Wealth Advisors, LLC located?

Mn Wealth Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2022.

Does Mn Wealth Advisors, LLC disclose fund performance?

Mn Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6800 W 115th Street, Suite 3511, Overland Park, KS 66211
Phone913-897-2074
Office hours9:00a.m. To 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$330.4M
Non-discretionary$0
Total (RAUM)$330.4M