|
⚲
|
| Keyboard |
| Mokan Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 328005 |
| SEC # | 801-130379 |
| CIK # | 0002053727 |
| AUM | 250.3 M (2026-01-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 913-257-3991 |
| Address | 14221 Metcalf Ave 150 Overland Park, KS 66223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053727 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 8.6 | ||
| Broadcom Inc | 8.0 | ||
| Nvidia Corp | 7.5 | ||
| Apple Inc | 6.9 | ||
| Amazon Com Inc | 6.0 | ||
| Microsoft Corp | 5.6 | ||
| Merck & Co Inc | 5.2 | ||
| Alphabet Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Conocophillips | 4.4 | ||
| AbbVie Inc | 4.2 | ||
| McDonalds Corp | 3.8 | ||
| Lilly Eli & Co | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.7 | ||
| Home Depot Inc | 3.2 | ||
| Caterpillar Inc | 3.0 | ||
| Deere & Co | 2.7 | ||
| General Electric Co | 2.4 | ||
| Micron Technology Inc | 2.4 | ||
| Lam Research Corp | 2.3 | ||
| Advanced Micro Devices Inc | 2.2 | ||
| Netflix Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 49.1 |
| (b) Individuals (high net worth individuals) | 93 | 201.3 |
| (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 | 0.0 |
| (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 | 704 | 250.3 |
| By Discretionary | ||
| Discretionary | 704 | 250.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 704 | 250.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.3 | |
| Total | 704 | 250.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053727] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 18 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Team Financial Group LLC
✚
|
CA | 251.1 M |
|
Deane Retirement Strategies Inc
✚
|
LA | 250.7 M |
|
MWA Investments LLC
✚
|
VA | 250.4 M |
|
LIG Capital Management LLC
✚
|
OK | 250.4 M |
|
Journey Beyond Wealth LLC
✚
|
GA | 250.3 M |
|
Altura Wealth Advisors Inc
✚
|
CA | 250.1 M |
|
Swiss USAdvisors Ltd
✚
|
250.0 M | |
|
Investology Inc
✚
|
VA | 250.0 M |
|
Oxenfree Capital LLC
✚
|
FL | 249.8 M |
|
Summit Wealth Management Group Inc
✚
|
CA | 249.5 M |