MNM VESTED, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
151350
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

MNM Vested, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s stated advisory activity centers on financial planning for individual and family clients. It uses a fixed-fee compensation model and is not positioned as a multi-state adviser, pension consultant, or an ESG-focused manager. The firm is not listed as a capital allocator, which indicates it does not operate as a fund sponsor or manager-of-managers. Instead, MNM Vested appears to act as a direct adviser to private clients, delivering planning-oriented services rather than institutional or outsourced CIO offerings.

Assets & Accounts

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

Contacts

1 of 1
  • LAKHAUN MCKINLEY

    Owner, Financial AdvisorCRD 5109328

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
16420 Park Ten Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth