MKD WEALTH

RIASEC RegisteredEst. 2007

Total AUM

$506M

Discretionary

$499M

99% of AUM

Avg account

$430K

Accounts

1,175

Employees

Advisory reps

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 operates as an independent, SEC‑registered registered investment adviser structured as an LLC and in business since 2007. The firm serves individual and family clients and is owned by an individual. Its advisory menu combines fee‑based services (percentage of AUM), hourly work, and fixed‑fee engagements. MKD Wealth also functions as an insurance broker, and its advisory activities include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. The firm describes itself as a capital allocator and identifies as an active ESG investor, indicating ESG considerations are part of its investment approach. MKD Wealth is not a multi‑state or newly formed adviser, and it supplements discretionary portfolio management with non‑discretionary relationships where appropriate.