MN Wealth Advisors, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 322617
- Registered since
- August 15, 2022
- Website
- www.mnwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.95%
- Individuals37.59%
- Pension & Profit Sharing Plans0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
MN Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2022. The firm focuses on client-facing wealth management for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-AUM charges with hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not characterize itself as an active ESG investor. It lists an accountant among its industry affiliations, indicating a close operational relationship with tax and accounting professionals.
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 Funds61%
- Exchange Traded Equities17%
- Cash & Cash Equivalents13%
- Other4%
- US Government Bonds1%
Owners & executives
1 of 1
Matthew Ahrens
Partner, Chief Investment OfficerCRD 5308493
Contacts
2 of 2
Anthony Moeller
Partner, Senior AdvisorCRD 1759361
Scott Schaeffer
Financial AdvisorCRD 7177592
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$188M in ETFs
41%
$76.6M
39%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN BETABUILDERS US EQUITY ETF (BBUS) | JP Morgan | Passive | Large Blend | $39.2M | 290,843 | 20.81% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6800 W 115th St
- Time zone
- CT (UTC-6)
- Office locations
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