# MN Wealth Advisors, LLC

> MN Wealth Advisors, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 322617
- Filed as: MN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322617
- AdvisorCensus page: https://advisorcensus.com/firm/mn-wealth-advisors-llc-overland-park-ks-322617

## Quick answers

**How is MN Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MN Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does MN Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Flat fee: $5,000 (financial planning and/or consulting services…); Hourly rate: $200 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MN Wealth Advisors, LLC located?**
MN Wealth Advisors, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is MN Wealth Advisors, LLC registered with the SEC or a state?**
MN Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322617.

**How much does MN Wealth Advisors, LLC manage?**
MN Wealth Advisors, LLC reports $394,235,365 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have MN Wealth Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for MN Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2022 data and $394,235,365 in the October 2026 data. Total employees: 6 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MN Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (459); high net worth individuals (112).

**Which custodians does MN Wealth Advisors, LLC use?**
MN Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MN Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322617

**Does MN Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "The Registrant generally requires a minimum asset level of $250,000 for investment management services." "However, the Registrant, in its sole discretion, may waive or modify its minimum asset requirement, charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria"

**What changed in MN Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $330,421,054 to $394,235,365 (+19%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The Registrant generally requires a minimum asset level of $250,000 for investment management services.

> However, the Registrant, in its sole discretion, may waive or modify its minimum asset requirement, charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria

- Flat fee: $5,000 (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s),

- Hourly rate: $200 an hour (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or are available for an hourly rate of $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $394,235,365
- Discretionary: $394,235,365
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 459 | $148,185,919 |
| High net worth individuals | 112 | $244,232,718 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,816,728 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, KS, MO, NE, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mnwealthadvisors.com
- Facebook @mnwealthadvisors
- LinkedIn @mn-wealth-advisors
- YouTube @MNWealthAdvisors-h7y

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 6 | September 28, 2022 |
| October 2023 | $277,355,468 | 5 | March 30, 2023 |
| October 2024 | $289,973,136 | 5 | March 21, 2024 |
| October 2025 | $330,421,054 | 5 | March 12, 2025 |
| October 2026 | $394,235,365 | 5 | February 27, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $394,235,365 in the October 2026 data.
Total employees: 6 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $330,421,054 to $394,235,365 (+19%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in IA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MN Wealth Advisors, LLC (CRD 322617): Form ADV filing data as of October 2026.