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 that registered with the SEC in 2022. The firm primarily serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee arrangements, and the firm does not position itself as a capital allocator. MN Wealth Advisors reports no active ESG investing program and notes an industry affiliation with 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$201M in ETFs
41%
$82M
39%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN BETABUILDERS US EQUITY ETF (BBUS) | JP Morgan | Passive | Large Blend | $43.3M | 314,829 | 21.59% |
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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