# Mokan Wealth Management

> 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.

- CRD: 328005
- Filed as: MOKAN WEALTH MANAGEMENT
- Legal name: Mokan Wealth Management Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328005
- AdvisorCensus page: https://advisorcensus.com/firm/mokan-wealth-management-overland-park-ks-328005

## Quick answers

**How is Mokan Wealth Management compensated?**
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).

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

**Is Mokan Wealth Management registered with the SEC or a state?**
Mokan Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328005.

**How much does Mokan Wealth Management manage?**
Mokan Wealth Management reports $250,337,407 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Mokan Wealth Management's assets and staff changed since 2024?**
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.

**What types of clients does Mokan Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (80).

**Which custodians does Mokan Wealth Management use?**
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.

**Does Mokan Wealth Management report any disciplinary disclosures?**
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

**Does Mokan Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated January 28, 2026 says: "We do not have a minimum account size requirement."

**What changed in Mokan Wealth Management's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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: $250,337,407
- Discretionary: $250,337,407
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $49,070,583 |
| High net worth individuals | 93 | $201,266,824 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KS, MO, NE, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328005

### Websites listed on Form ADV (Item 1.I)
- mokanwealth.com
- Facebook @mokanwealth
- LinkedIn @mokanfinancial
- X @MOKANWEALTH
- YouTube @UC9jdwdbnPUCqRO-UcJvQhhg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $110,359,380 | 1 | June 7, 2024 |
| October 2025 | $174,727,504 | 3 | July 17, 2025 |
| October 2026 | $250,337,407 | 4 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mokan Wealth Management (CRD 328005): Form ADV filing data as of October 2026.