MKD Wealth
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 144994
- Registered since
- September 25, 2007
- Website
- mkdwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.65%
- Individuals11.18%
- Pension & Profit Sharing Plans1.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MKD Wealth is an independent registered investment adviser formed as an LLC and operating since 2007. The firm serves primarily individual and family clients and acts as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. MKD Wealth also operates as an insurance broker, which aligns with its use of annuities in client solutions. Compensation structures include percentage-of-AUM fees plus hourly and fixed-fee engagements. The firm identifies as an active ESG investor, indicating that environmental, social, and governance considerations factor into its investment selections.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents11%
- Exchange Traded Equities9%
- State & Local Bonds7%
- US Government Bonds1%
Contacts
3 of 7
Nathan Bohannon
Partner and Wealth AdvisorCRD 4518569
John Devine
Wealth AdvisorCRD 7505143
Timothy Mrock
Director of OperationsCRD 5903170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$115M in ETFs
97%
$112M
3%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65M | 86,824 | 56.32% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1301 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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