Overview
Assets Under Management: $426 million
Headquarters: TROY, MI
High-Net-Worth Clients: 121
Average Client Assets: $3 million
Frequently Asked Questions
MKD WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144994), MKD WEALTH is subject to fiduciary duty under federal law.
MKD WEALTH is headquartered in TROY, MI.
MKD WEALTH serves 121 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, MKD WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MKD WEALTH manages $426 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, MKD WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,125
Discretionary Accounts: 1,088
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 144994
Filing ID: 2025586
Last Filing Date: 2025-11-04 18:11:48
Website: 1