{
  "crd_number": 328005,
  "slug": "mokan-wealth-management-overland-park-ks-328005",
  "primary_business_name": "MOKAN WEALTH MANAGEMENT",
  "legal_name": "MOKAN WEALTH MANAGEMENT INC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 250337407.0,
  "raum_discretionary": 250337407.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 49070583.0,
      "count": 80
    },
    "high_net_worth_individuals": {
      "raum": 201266824.0,
      "count": 93
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "KS",
    "MO",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/mokanwealth",
    "https://linkedin.com/company/mokanfinancial",
    "https://mokanwealth.com",
    "https://twitter.com/MOKANWEALTH",
    "https://youtube.com/channel/UC9jdwdbnPUCqRO-UcJvQhhg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328005",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/mokan-wealth-management-overland-park-ks-328005",
  "display_name": "Mokan Wealth Management",
  "summary": "Mokan Wealth Management is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Mokan Wealth Management (CRD 328005): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Mokan Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mokan Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Mokan Wealth Management located?",
      "a": "Mokan Wealth Management's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Mokan Wealth Management registered with the SEC or a state?",
      "a": "Mokan Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328005."
    },
    {
      "q": "How much does Mokan Wealth Management manage?",
      "a": "Mokan Wealth Management reports $250,337,407 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mokan Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Mokan Wealth Management: Regulatory assets under management: $110,359,380 in the October 2024 data and $250,337,407 in the October 2026 data, up 127%. Total employees: 1 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mokan Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (80)."
    },
    {
      "q": "Which custodians does Mokan Wealth Management use?",
      "a": "Mokan Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mokan Wealth Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328005"
    },
    {
      "q": "Does Mokan Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 28, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Mokan Wealth Management's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Employees performing advisory functions went from 1 to 3. Regulatory assets under management went from $174,727,504 to $250,337,407 (+43%). Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 110359380.0,
      "total_employees": 1,
      "filing_date": "2024-06-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 174727504.0,
      "total_employees": 3,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 250337407.0,
      "total_employees": 4,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 3.",
        "Regulatory assets under management went from $174,727,504 to $250,337,407 (+43%).",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 28, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mokan-wealth-management-overland-park-ks-328005.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 80,
      "fewer_than_5": false,
      "raum": 49070583.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 93,
      "fewer_than_5": false,
      "raum": 201266824.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328005",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}