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Mokan Wealth Management Inc

● SEC registered since 2024CRD 328005SEC# 801-130379Overland Park, KS
Export (members)
Reg. AUM
$174.7M
Employees
3
Accounts
524
Location
Overland Park, KS

Mokan Wealth Management Inc assets under management

Mokan Wealth Management Inc is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2024. It reports $174.7 million in regulatory assets under management and employs 3 people.
mokanwealth.comView on SEC.gov ↗

Mokan Wealth Management Inc owners & executives

1 reported
NameTitleOwnershipSince
Kyle Thomas Hammerschmidt ControlOwner & CcoOver 75%2017

Frequently asked questions

How much does Mokan Wealth Management Inc manage?

Mokan Wealth Management Inc reports $174.7 million in regulatory assets under management on its Form ADV.

How many employees does Mokan Wealth Management Inc have?

Mokan Wealth Management Inc reports 3 employees.

Where is Mokan Wealth Management Inc located?

Mokan Wealth Management Inc is based in Overland Park, KS and has been SEC-registered since 2024.

Does Mokan Wealth Management Inc disclose fund performance?

Mokan Wealth Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14221 Metcalf Ave #150, Overland Park, KS 66223
Phone913-257-3991
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$174.7M
Non-discretionary$0
Total (RAUM)$174.7M