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MOKAN WEALTH MANAGEMENT
Legal name: MOKAN WEALTH MANAGEMENT INC
CRD 328005File 801-130379
APPROVED
Retail clients
Disclosure events
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.3M
Below cohort median (national)
Discretionary AUM
$250.3M
Clients
173
704 accounts
Employees
4
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 24, 2024
- Principal office
- 14221 METCALF AVE #150, OVERLAND PARK, KS, 66223
- Phone
- 913-257-3991
- Website
- https://mokanwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.3M
- Discretionary AUM
- $250.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 704
- Non-discretionary accounts
- 0
- Total accounts
- 704
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $201.3M |
| Individuals (other than high net worth individuals) | 80 | $49.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.