Mokan Wealth Management
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 328005
- Registered since
- May 24, 2024
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.4%
- Individuals19.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mokan Wealth Management is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, does not operate as a capital allocator, and does not provide pension consulting or act as a related adviser.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
- Other1%
Contacts
2 of 2
Megan Ramshaw
Lead Financial AdvisorCRD 7383721
Kyle Hammerschmidt
FounderCRD 6744129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$109M in ETFs
95%
$103M
0%
$5.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $15.5M | 266,768 | 14.29% |
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
- 14221 Metcalf Ave
- Time zone
- CT (UTC-6)
- Office locations
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