MN Wealth Advisors, LLC

RIASEC Registered
Total AUM
$394M
Discretionary
$394M
100% of AUM
Avg account
$336K
Accounts
1,173
Employees
5
Advisory reps
3

Firm details

Headquarters
Overland Park, Kansas
CRD number
322617
Registered since
August 15, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI61.95%
  • Individuals37.59%
  • Pension & Profit Sharing Plans0.46%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

MN Wealth Advisors, LLC is an independent Registered Investment Adviser that registered with the SEC in 2022. The firm primarily serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee arrangements, and the firm does not position itself as a capital allocator. MN Wealth Advisors reports no active ESG investing program and notes an industry affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 61%, Exchange Traded Equities 17%, Cash & Cash Equivalents 13%, Other 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents13%
  • Other4%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 79

Active vs passive

$201M in ETFs

Passive

41%

$82M

Active

39%

$119M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN BETABUILDERS US EQUITY ETF (BBUS)JP MorganPassiveLarge Blend$43.3M314,82921.59%

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
6800 W 115th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth