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| MN Wealth Advisors LLC
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| |
|---|---|
| CRD # | 322617 |
| SEC # | 801-126395 |
| CIK # | 0001992972 |
| AUM | $290.0 MM (2024-03-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 913-897-2074 |
| Address | 6800 W 115th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPM | 340,169.2 | 9.5 | |
| AAPL | 2,382,844.0 | 3.1 | |
| MSFT | 1,918,222.4 | 2.0 | |
| NVDA | 399,550.0 | 2.0 | |
| LLY | 301,789.7 | 1.7 | |
| AMZN | 1,092,997.8 | 1.3 | |
| GOOGL | 1,475,138.5 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 106.1 |
| (b) Individuals (high net worth individuals) | 102 | 180.8 |
| (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 | 5 | 3.2 |
| (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 | 1,079 | 290.0 |
| By Discretionary | ||
| Discretionary | 1,079 | 290.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,079 | 290.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.0 | |
| Total | 1,079 | 290.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001992972] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 0.3 |
|
Flywheel Private Wealth LLC
✚
|
CA | 0.3 |
|
Pollock Investment Advisors LLC
✚
|
MI | 0.3 |
|
Dam2019 LLC
✚
|
GA | 0.3 |
|
Gunpowder Capital Management LLC
✚
|
MD | 0.3 |
|
Fiduciary Planning LLC
✚
|
FL | 0.3 |
|
Marin Bay Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Evans Investment Advisors LLC
✚
|
LA | 0.3 |
|
Asset Planning Services Inc
✚
|
LA | 0.3 |
|
Invenio Wealth Partners LLC
✚
|
FL | 0.3 |