MOKAN WEALTH MANAGEMENT

Overview

Mokan Wealth Management is an independently owned registered investment adviser that began SEC registration in 2024. Structured as a corporation with an individual owner, the firm concentrates on serving individuals, families and small-business clients through financial planning and portfolio management. Its fee arrangements combine asset-based percentages and fixed fees. Mokan does not identify as an ESG-focused investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Portfolio implementation emphasizes publicly traded securities—particularly exchange-traded instruments—and the firm also uses third-party real estate vehicles as part of its broader offering. Advisory activity is limited to financial planning and discretionary portfolio management for individual and small-business clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives