Data / Investment advisers / Kansas / Mokan Wealth Management
Mokan Wealth Management, Overland Park, KS: $250 million AUM, SEC registered investment adviser
Mokan Wealth Management is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $250 million in regulatory assets under management in its Form ADV filed October 8, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 328005
- SEC file number
- 801-130379
- SEC status
- Approved, effective May 24, 2024
- Legal name
- Mokan Wealth Management Inc
- Main office
- 14221 Metcalf Ave #150, Overland Park, KS 66223
- Phone
- (913) 257-3991
- Regulatory AUM
- $250,337,407 in the Form ADV filed October 8, 2026
- Discretionary AUM
- $250,337,407
- Accounts
- 704
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 8, 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 | 93 | $201.3 million |
| Individuals (other than high net worth individuals) | 80 | $49.1 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 |
|---|---|---|
| February 2, 2026 | $250.3 million | January 28, 2026 |
| December 1, 2025 | $174.7 million | November 13, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fortune Financial Advisors, LLC | Overland Park | $322.6 million | Not listed | adviserinfo.sec.gov |
| Windward Private Wealth Management Inc. | Overland Park | $309.6 million | Not listed | adviserinfo.sec.gov |
| Sound Stewardship, LLC | Overland Park | $284.6 million | Not listed | adviserinfo.sec.gov |
| Centerpoint Advisory Group, LLC | Overland Park | $276.3 million | Not listed | adviserinfo.sec.gov |
| Storyone Family Office | Overland Park | $259.4 million | Not listed | adviserinfo.sec.gov |
| Tyr Capital Advisors, LLC | Overland Park | $244.1 million | 1 | adviserinfo.sec.gov |
| Demarche | Overland Park | $228.4 million | 1 | adviserinfo.sec.gov |
| Cabin Advisors, LLC | Overland Park | $220.2 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
- Mokan Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.