MKD WEALTH COACHES, LLC
Legal name: MKD WEALTH
CRD #144994 SEC #801-68330 TROY, MI 248-418-5100
SEC Registered
Total AUM
$425.8M
Discretionary
$419.5M
Employees
13
Clients
101
Accounts
1,125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $425.8M | $419.5M | $6.4M | 13 | 9 |
| Jul 2025 | $425.8M | $419.5M | $6.4M | 13 | 9 |
| Mar 2025 | $425.8M | $419.5M | $6.4M | 13 | 9 |
| Sep 2024 | $359.8M | $347.9M | $11.8M | 12 | 11 |
| May 2024 | $359.8M | $347.9M | $11.8M | 12 | 11 |
| Mar 2024 | $359.8M | $347.9M | $11.8M | 12 | 11 |
| Mar 2023 | $309.4M | $290.2M | $19.2M | 13 | 11 |
| Mar 2022 | $349.6M | $320.9M | $28.7M | 12 | 6 |
| Mar 2021 | $303.4M | $268.2M | $35.3M | 11 | 4 |
| Jul 2020 | $249M | $223.5M | $25.5M | 9 | 4 |
| Jun 2020 | $249M | $223.5M | $25.5M | 9 | 4 |
| Mar 2020 | $249M | $223.5M | $25.5M | 9 | 4 |
| Mar 2019 | $218.3M | $203.5M | $14.8M | 7 | 4 |
| Oct 2018 | $210.8M | $192.4M | $18.4M | 6 | 5 |
| Oct 2018 | $210.8M | $192.4M | $18.4M | 6 | 5 |
| Jun 2018 | $210.8M | $192.4M | $18.4M | 6 | 5 |
| Apr 2018 | $210.8M | $192.4M | $18.4M | 6 | 5 |
| Aug 2017 | $175.8M | $171M | $4.8M | 7 | 200 |
| Jun 2017 | $175.8M | $171M | $4.8M | 7 | 200 |
| Mar 2017 | $175.8M | $171M | $4.8M | 7 | 200 |
| Nov 2016 | $186.1M | $181.4M | $4.7M | 8 | 200 |
| Oct 2016 | $186.1M | $181.4M | $4.7M | 8 | 200 |
| May 2016 | $186.1M | $181.4M | $4.7M | 11 | 200 |
| Mar 2016 | $186.1M | $181.4M | $4.7M | 11 | 200 |
| Jan 2016 | $205.4M | $196.4M | $8.9M | 11 | 300 |
| Nov 2015 | $205.4M | $196.4M | $8.9M | 11 | 300 |
| Sep 2015 | $205.4M | $196.4M | $8.9M | 11 | 300 |
| Mar 2015 | $205.4M | $196.4M | $8.9M | 11 | 300 |
| Jan 2015 | $201M | $194.8M | $6.1M | 11 | 400 |
| Nov 2014 | $201M | $194.8M | $6.1M | 11 | 400 |
| Mar 2014 | $201M | $194.8M | $6.1M | 11 | 400 |
| Mar 2013 | $143.2M | $138.5M | $4.6M | 10 | 300 |
| Dec 2012 | $173.1M | $169.7M | $3.3M | 12 | 300 |
| Jul 2012 | $173.1M | $169.7M | $3.3M | 11 | 300 |
| Mar 2012 | $173.1M | $169.7M | $3.3M | 11 | 300 |
| Aug 2011 | $177.1M | $162.9M | $14.2M | -- | -- |
| Mar 2011 | $177.1M | $162.9M | $14.2M | -- | -- |
| Aug 2010 | $159.5M | $159.5M | $0 | -- | -- |
| Jul 2010 | $159.5M | $159.5M | $0 | -- | -- |
| Apr 2010 | $159.5M | $159.5M | $0 | -- | -- |
| Mar 2009 | $139M | $139M | $0 | 10 | -- |
| Mar 2008 | $131.6M | $128.1M | $3.5M | 10 | -- |
| Oct 2007 | $0 | $0 | $0 | 10 | -- |
| Sep 2007 | $0 | $0 | $0 | 10 | -- |
| Aug 2007 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$425.8M
Discretionary$419.5M
Non-Disc.$6.4M
Employees13
Clients9
DateJul 2025
Total AUM$425.8M
Discretionary$419.5M
Non-Disc.$6.4M
Employees13
Clients9
DateMar 2025
Total AUM$425.8M
Discretionary$419.5M
Non-Disc.$6.4M
Employees13
Clients9
DateSep 2024
Total AUM$359.8M
Discretionary$347.9M
Non-Disc.$11.8M
Employees12
Clients11
DateMay 2024
Total AUM$359.8M
Discretionary$347.9M
Non-Disc.$11.8M
Employees12
Clients11
DateMar 2024
Total AUM$359.8M
Discretionary$347.9M
Non-Disc.$11.8M
Employees12
Clients11
DateMar 2023
Total AUM$309.4M
Discretionary$290.2M
Non-Disc.$19.2M
Employees13
Clients11
DateMar 2022
Total AUM$349.6M
Discretionary$320.9M
Non-Disc.$28.7M
Employees12
Clients6
DateMar 2021
Total AUM$303.4M
Discretionary$268.2M
Non-Disc.$35.3M
Employees11
Clients4
DateJul 2020
Total AUM$249M
Discretionary$223.5M
Non-Disc.$25.5M
Employees9
Clients4
DateJun 2020
Total AUM$249M
Discretionary$223.5M
Non-Disc.$25.5M
Employees9
Clients4
DateMar 2020
Total AUM$249M
Discretionary$223.5M
Non-Disc.$25.5M
Employees9
Clients4
DateMar 2019
Total AUM$218.3M
Discretionary$203.5M
Non-Disc.$14.8M
Employees7
Clients4
DateOct 2018
Total AUM$210.8M
Discretionary$192.4M
Non-Disc.$18.4M
Employees6
Clients5
DateOct 2018
Total AUM$210.8M
Discretionary$192.4M
Non-Disc.$18.4M
Employees6
Clients5
DateJun 2018
Total AUM$210.8M
Discretionary$192.4M
Non-Disc.$18.4M
Employees6
Clients5
DateApr 2018
Total AUM$210.8M
Discretionary$192.4M
Non-Disc.$18.4M
Employees6
Clients5
DateAug 2017
Total AUM$175.8M
Discretionary$171M
Non-Disc.$4.8M
Employees7
Clients200
DateJun 2017
Total AUM$175.8M
Discretionary$171M
Non-Disc.$4.8M
Employees7
Clients200
DateMar 2017
Total AUM$175.8M
Discretionary$171M
Non-Disc.$4.8M
Employees7
Clients200
DateNov 2016
Total AUM$186.1M
Discretionary$181.4M
Non-Disc.$4.7M
Employees8
Clients200
DateOct 2016
Total AUM$186.1M
Discretionary$181.4M
Non-Disc.$4.7M
Employees8
Clients200
DateMay 2016
Total AUM$186.1M
Discretionary$181.4M
Non-Disc.$4.7M
Employees11
Clients200
DateMar 2016
Total AUM$186.1M
Discretionary$181.4M
Non-Disc.$4.7M
Employees11
Clients200
DateJan 2016
Total AUM$205.4M
Discretionary$196.4M
Non-Disc.$8.9M
Employees11
Clients300
DateNov 2015
Total AUM$205.4M
Discretionary$196.4M
Non-Disc.$8.9M
Employees11
Clients300
DateSep 2015
Total AUM$205.4M
Discretionary$196.4M
Non-Disc.$8.9M
Employees11
Clients300
DateMar 2015
Total AUM$205.4M
Discretionary$196.4M
Non-Disc.$8.9M
Employees11
Clients300
DateJan 2015
Total AUM$201M
Discretionary$194.8M
Non-Disc.$6.1M
Employees11
Clients400
DateNov 2014
Total AUM$201M
Discretionary$194.8M
Non-Disc.$6.1M
Employees11
Clients400
DateMar 2014
Total AUM$201M
Discretionary$194.8M
Non-Disc.$6.1M
Employees11
Clients400
DateMar 2013
Total AUM$143.2M
Discretionary$138.5M
Non-Disc.$4.6M
Employees10
Clients300
DateDec 2012
Total AUM$173.1M
Discretionary$169.7M
Non-Disc.$3.3M
Employees12
Clients300
DateJul 2012
Total AUM$173.1M
Discretionary$169.7M
Non-Disc.$3.3M
Employees11
Clients300
DateMar 2012
Total AUM$173.1M
Discretionary$169.7M
Non-Disc.$3.3M
Employees11
Clients300
DateAug 2011
Total AUM$177.1M
Discretionary$162.9M
Non-Disc.$14.2M
Employees--
Clients--
DateMar 2011
Total AUM$177.1M
Discretionary$162.9M
Non-Disc.$14.2M
Employees--
Clients--
DateAug 2010
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$131.6M
Discretionary$128.1M
Non-Disc.$3.5M
Employees10
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--