MN WEALTH ADVISORS, LLC

Overview

MN Wealth Advisors, LLC is an independent RIA that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm uses a fee schedule that includes a percentage of AUM plus hourly and fixed-fee arrangements, which supports work with both ongoing managed relationships and project-based engagements. Their public filings show a clear preference for pooled public funds and ETFs as the foundation of client portfolios, with select allocations to individual equities and a targeted use of digital currency exposure as an alternative. The firm does not position itself as a capital allocator or an active ESG investor; instead, it leans toward cost-efficient, fund-based core exposures supplemented by tactical holdings where appropriate. MN Wealth Advisors lists an accounting professional affiliation, which aligns with a client base of individuals and families requiring integrated planning and investment execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices