MOKAN WEALTH MANAGEMENT INC
Legal name: MOKAN WEALTH MANAGEMENT
CRD #328005 SEC #801-130379 OVERLAND PARK, KS 913-257-3991
SEC Registered
Total AUM
$174.7M
Discretionary
$174.7M
Employees
3
Clients
51
Accounts
524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $174.7M | $174.7M | $0 | 3 | 0 |
| Jul 2025 | $174.7M | $174.7M | $0 | 3 | 0 |
| Jul 2025 | $174.7M | $174.7M | $0 | 3 | 0 |
| Feb 2025 | $174.7M | $174.7M | $0 | 3 | 0 |
| Jun 2024 | $110.4M | $110.4M | $0 | 1 | 0 |
| May 2024 | $110.4M | $110.4M | $0 | 1 | 0 |
| Apr 2024 | $110.4M | $110.4M | $0 | 1 | 0 |
DateNov 2025
Total AUM$174.7M
Discretionary$174.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$174.7M
Discretionary$174.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$174.7M
Discretionary$174.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$174.7M
Discretionary$174.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees1
Clients0