Mokan Wealth Management Inc
● SEC registered since 2024CRD 328005SEC# 801-130379Overland Park, KS
Reg. AUM
$250.3M
Employees
4
Accounts
704
Location
Overland Park, KS
Mokan Wealth Management Inc assets under management
Mokan Wealth Management Inc is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2024. It reports $250.3 million in regulatory assets under management and employs 4 people.
Mokan Wealth Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Thomas Hammerschmidt Control | Owner & Cco | Over 75% | 2017 |
Frequently asked questions
How much does Mokan Wealth Management Inc manage?
Mokan Wealth Management Inc reports $250.3 million in regulatory assets under management on its Form ADV.
How many employees does Mokan Wealth Management Inc have?
Mokan Wealth Management Inc reports 4 employees.
Where is Mokan Wealth Management Inc located?
Mokan Wealth Management Inc is based in Overland Park, KS and has been SEC-registered since 2024.
Does Mokan Wealth Management Inc disclose fund performance?
Mokan Wealth Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14221 Metcalf Ave #150, Overland Park, KS 66223 |
| Phone | 913-257-3991 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$250.3M▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$250.3Mregulatory AUM
Discretionary $250.3M