MKD Wealth

RIASEC RegisteredEst. 2007
Total AUM
$506M
Discretionary
$499M
99% of AUM
Avg account
$430K
Accounts
1,175
Employees
13
Advisory reps
7

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

FINTRX

Overview

MKD Wealth is an independent registered investment adviser formed as an LLC and operating since 2007. The firm serves primarily individual and family clients and acts as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. MKD Wealth also operates as an insurance broker, which aligns with its use of annuities in client solutions. Compensation structures include percentage-of-AUM fees plus hourly and fixed-fee engagements. The firm identifies as an active ESG investor, indicating that environmental, social, and governance considerations factor into its investment selections.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Cash & Cash Equivalents 11%, Exchange Traded Equities 9%, State & Local Bonds 7%, US Government Bonds 1%, Other 1%71%
  • Public Funds/Mutual Funds71%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities9%
  • State & Local Bonds7%
  • US Government Bonds1%

Contacts

3 of 7
  • Nathan Bohannon

    Nathan Bohannon

    Partner and Wealth AdvisorCRD 4518569

  • John Devine

    John Devine

    Wealth AdvisorCRD 7505143

  • Timothy Mrock

    Director of OperationsCRD 5903170

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$115M in ETFs

Passive

97%

$112M

Active

3%

$3.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$65M86,82456.32%
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Location

Primary office

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

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