MKD Wealth
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 144994
- Registered since
- September 25, 2007
- Website
- mkdwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.65%
- Individuals11.18%
- Pension & Profit Sharing Plans1.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MKD Wealth operates as an independent, owner-led LLC that provides advisory services primarily to individuals and families. The firm is SEC-registered (registered in 2007) and positions itself as both an adviser and a capital allocator, working across financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, and the firm also functions as an insurance broker. The firm identifies as an active ESG investor, indicating ESG considerations are part of its research or allocation process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents11%
- Exchange Traded Equities9%
- State & Local Bonds7%
- US Government Bonds1%
Contacts
3 of 7
Nathan Bohannon
Partner and Wealth AdvisorCRD 4518569
Joseph Mackey
Partner, Wealth AdvisorCRD 4531242
Cassandra Beardslee
Director of PlanningCRD 6219663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$119M in ETFs
97%
$115M
3%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $67.9M | 88,628 | 57.22% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1301 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L
RIATroy, MI
Ss&H Financial Advisors, Inc.
RIATroy, MI
M1 Capital Management LLC
RIATroy, MI
FSA Advisors, Inc.
RIATroy, MI
Arbor Wealth Advisors LLC
RIATroy, MI
Vertrix Wealth Management, LLC
RIATroy, MI