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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MN Wealth Advisors LLC
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|---|---|
| CRD # | 322617 |
| SEC # | 801-126395 |
| CIK # | 0001992972 |
| AUM | $330.4 M (2025-03-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 913-897-2074 |
| Address | 6800 W 115th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.7 | ||
| Nvidia Corp | 2.7 | ||
| Broadcom Inc | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Lilly Eli & Co | 1.5 | ||
| Facebook Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 463 | 122.8 |
| (b) Individuals (high net worth individuals) | 105 | 205.4 |
| (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 | 2.3 |
| (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 | 1,123 | 330.4 |
| By Discretionary | ||
| Discretionary | 1,123 | 330.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,123 | 330.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.4 | |
| Total | 1,123 | 330.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001992972] |
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|---|---|---|
|
Invenio Wealth Partners LLC
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FL | 0.3 |
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Ridgepath Capital Management LLC
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TN | 0.3 |
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RI | 0.3 |
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Wealthcare Capital Partners LLC
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PA | 0.3 |
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Regimen Wealth LLC
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GA | 0.3 |
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Reichard Capital LLC
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NC | 0.3 |
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CT | 0.3 |
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Winans International
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NV | 0.3 |
|
Ballina Capital LLC
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0.3 | |
|
HFM Investment Advisors LLC
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NJ | 0.3 |