Mokan Wealth Management
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 328005
- Registered since
- May 24, 2024
- Website
- www.mokanwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.4%
- Individuals19.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mokan Wealth Management is an independent, corporation-structured registered investment adviser owned by an individual and focused on serving individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Mokan Wealth Management is SEC-registered (registered in 2024) and identifies itself as a non-ESG active investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
- Other1%
Contacts
2 of 2
Kyle Hammerschmidt
FounderCRD 6744129
Megan Ramshaw
Lead Financial AdvisorCRD 7383721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$109M in ETFs
95%
$103M
0%
$5.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $15.5M | 266,768 | 14.29% |
Location
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
- 14221 Metcalf Ave
- Time zone
- CT (UTC-6)
- Office locations
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