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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MKD Wealth Coaches LLC
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|---|---|
| CRD # | 144994 |
| SEC # | 801-68330 |
| CIK # | 0001536549 |
| AUM | $425.8 M (2025-07-15) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 248-418-5100 |
| Address | 1301 W Long Lake Road Troy, MI 48098 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 0.5 | ||
| iShares Comex Gold Trust | 0.3 | ||
| Apple Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Ford Motor Co | 0.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 52.0 |
| (b) Individuals (high net worth individuals) | 121 | 369.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,125 | 425.8 |
| By Discretionary | ||
| Discretionary | 1,088 | 419.5 |
| Non-Discretionary | 37 | 6.4 |
| Total | 1,125 | 425.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.8 | |
| Total | 1,125 | 425.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001536549] |
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|---|---|---|
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OR | 0.4 |
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Onyx Financial Advisors LLC
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ID | 0.4 |
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FL | 0.4 |
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Graybill Wealth Management Ltd
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IL | 0.4 |
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CT | 0.4 |
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CO | 0.4 |
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Maltin Wealth Management Inc
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0.4 | |
|
Financial Network Wealth Advisors LLC
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UT | 0.4 |
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Buska Wealth Management LLC
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WI | 0.4 |
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Triad Wealth Partners LLC
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KS | 0.4 |