SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mokan Wealth Management
Overland Park, KS
Mokan Wealth Management Inc, CRD 328005
Firm filing updated September 25, 2026 ·
- $250.3MAssets
- 173Clients
- 3Advisory staff
- 704Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals93
- Individuals80
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 80 | $49.1 million |
| High net worth individuals | 93 | $201.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$250.3 million
- Accounts704
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Registration details
- Legal name: Mokan Wealth Management Inc SEC-registered investment advisor. CRD 328005, SEC file 801-130379.
- Registered with the SEC as an investment advisor (status date on record: May 24, 2024).
Is Mokan Wealth Management a fiduciary?
Short answer: Mokan Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.