Allocator Index · CRD 328005

MOKAN WEALTH MANAGEMENT

Overland Park, KS · 913-257-3991 · mokanwealth.com/

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

93

Other individuals

80

HNW assets

$201.3M

Total AUM

$250.3M

Employees

4

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.