Mkd Wealth
Mkd Wealth is an SEC-registered wealth manager in Troy, MI with $505.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Mkd Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144994, SEC 801-68330, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $505.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Troy, MI
- Employees
- 13
- Clients
- 237
- CRD
- 144994
- Ownership
- MACKEY, JOSEPH, EDGAR; DANKOVICH, JOHN, MICHAEL; KOMARA, MICHAEL, BRIAN; BOHANNON, NATHAN, MARK; WILLIAMS, LORI, TOLLEFSON
How much AUM does Mkd Wealth have?
Mkd Wealth reported $505.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Mkd Wealth?
Disclosed owners and executives of Mkd Wealth include MACKEY, JOSEPH, EDGAR, DANKOVICH, JOHN, MICHAEL, KOMARA, MICHAEL, BRIAN, BOHANNON, NATHAN, MARK, WILLIAMS, LORI, TOLLEFSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.