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| Happy Holidays!! thanks for using AUM13F!! |
| Mokan Wealth Management Inc
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| CRD # | 328005 |
| SEC # | 801-130379 |
| CIK # | 0002053727 |
| AUM | $174.7 M (2025-07-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 913-257-3991 |
| Address | 14221 Metcalf Ave 150 Overland Park, KS 66223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053727 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 7.7 | ||
| Microsoft Corp | 6.0 | ||
| Apple Inc | 5.8 | ||
| Merck & Co Inc | 4.7 | ||
| Amazon Com Inc | 4.7 | ||
| Wal Mart Stores Inc | 4.2 | ||
| Conocophillips | 4.1 | ||
| McDonalds Corp | 3.5 | ||
| AbbVie Inc | 3.4 | ||
| Nvidia Corp | 3.3 | ||
| Alphabet Inc | 3.2 | ||
| Abbott Laboratories | 3.0 | ||
| Costco Wholesale Corp /NEW | 2.8 | ||
| UnitedHealth Group Inc | 2.7 | ||
| Procter & Gamble Co | 2.4 | ||
| Home Depot Inc | 2.3 | ||
| Johnson & Johnson | 2.2 | ||
| EOG Resources Inc | 2.2 | ||
| Gilead Sciences Inc | 2.1 | ||
| CBOE Holdings Inc | 2.1 | ||
| Hershey Co | 2.1 | ||
| PepsiCo Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 56.2 |
| (b) Individuals (high net worth individuals) | 57 | 118.5 |
| (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 | 524 | 174.7 |
| By Discretionary | ||
| Discretionary | 524 | 174.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 174.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 171.8 | |
| Total | 524 | 174.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053727] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kahala Financial Advisors LLC
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|
HI | 0.2 |
|
Arbor Financial Planning LLC
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|
MI | 0.2 |
|
Excel Capital Management Corp
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NJ | 0.2 |
|
Flack Ember Louise
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|
0.2 | |
|
Fell Capital Management
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|
CA | 0.2 |
|
KMT Wealth Management LLC
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|
CA | 0.2 |
|
Global Wealth Management LC
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|
FL | 0.2 |
|
Smith Partners Wealth Management LLC
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|
NC | 0.2 |
|
Red Mountain Financial LLC
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|
CO | 0.2 |
|
Sandia Wealth Management LLC
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|
NM | 0.2 |