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| MN Wealth Advisors LLC
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|---|---|
| CRD # | 322617 |
| SEC # | 801-126395 |
| CIK # | 0001992972 |
| AUM | $394.2 M (2026-02-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 913-897-2074 |
| Address | 6800 W 115th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.3 | ||
| Apple Inc | 3.6 | ||
| Nvidia Corp | 3.4 | ||
| ServiceNow Inc | 3.4 | ||
| Microsoft Corp | 3.1 | ||
| Nike Inc | 2.9 | ||
| Alphabet Inc | 2.7 | ||
| Broadcom Inc | 2.3 | ||
| Lilly Eli & Co | 1.9 | ||
| Wal Mart Stores Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 459 | 148.2 |
| (b) Individuals (high net worth individuals) | 112 | 244.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 394.2 |
| By Discretionary | ||
| Discretionary | 1,173 | 394.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,173 | 394.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.2 | |
| Total | 1,173 | 394.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001992972] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quarry Hill Advisors LLC
✚
|
MN | 0.4 |
|
Gen-Wealth Partners Inc
✚
|
MI | 0.4 |
|
Hunter Lewis LLC
✚
|
VA | 0.4 |
|
Cargile Investment Management Inc
✚
|
TX | 0.4 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.4 |
|
Vawter Financial Ltd
✚
|
OH | 0.4 |
|
Integrity Investment Advisors LLC
✚
|
0.4 | |
|
AJ Advisors LLC
✚
|
TN | 0.4 |
|
Virginia Wealth Management Group Inc
✚
|
VA | 0.4 |
|
Bellevue Asset Management LLC
✚
|
WA | 0.4 |