MKN Wealth Management LLC

Overview

MKN Wealth Management LLC is a small, owner-operated investment advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and favors equity exposure as its primary allocation. Its activity profile and asset mix point to a manager that builds portfolios centered on exchange-traded equities and mutual funds rather than complex alternative strategies or institutional pension work. MKN is not positioned as an ESG-driven adviser and appears to operate out of a single-office, client-focused practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices