Mokan Wealth Management
Mokan Wealth Management is an SEC-registered wealth manager in Overland Park, KS with $250.3M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Mokan Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328005, SEC 801-130379, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $250.3M (2026-01-28)
- Firm type
- Wealth Manager
- Location
- Overland Park, KS
- Employees
- 4
- Clients
- 173
- CRD
- 328005
- Ownership
- Hammerschmidt, Kyle, Thomas
How much AUM does Mokan Wealth Management have?
Mokan Wealth Management reported $250.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Mokan Wealth Management?
Disclosed owners and executives of Mokan Wealth Management include Hammerschmidt, Kyle, Thomas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.