Data / Investment advisers / Kansas / MN Wealth Advisors, LLC
MN Wealth Advisors, LLC, Overland Park, KS: $394 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
MN Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $394 million in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch MN Wealth Advisors, LLC (CRD number 322617): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 322617
- SEC file number
- 801-126395
- SEC status
- Approved, effective August 15, 2022
- Main office
- 6800 W 115th Street Suite 3511, Overland Park, KS 66211
- Phone
- (913) 897-2074
- Regulatory AUM
- $394,235,365 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $394,235,365
- Accounts
- 1,173
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $244.2 million |
| Individuals (other than high net worth individuals) | 459 | $148.2 million |
| Pension and profit sharing plans | Fewer than 5 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $394.2 million | February 27, 2026 |
| December 1, 2025 | $330.4 million | October 21, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Postrock Partners LLC | Overland Park | $489.1 million | Not listed | adviserinfo.sec.gov |
| Yukon Wealth Management, Inc. | Overland Park | $467.4 million | Not listed | adviserinfo.sec.gov |
| Nova R Wealth, Inc. | Overland Park | $452.6 million | Not listed | adviserinfo.sec.gov |
| Providence Financial Advisors, LLC | Overland Park | $428.1 million | Not listed | adviserinfo.sec.gov |
| Legacy Investment Partners, LLC | Overland Park | $403.1 million | Not listed | adviserinfo.sec.gov |
| S&A Financial Services, Inc. | Overland Park | $392.3 million | Not listed | adviserinfo.sec.gov |
| One Advisory Partners, LLC | Overland Park | $369.5 million | Not listed | adviserinfo.sec.gov |
| Fortune Financial Advisors, LLC | Overland Park | $322.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- MN Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.