Overview
Assets Under Management: $330 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 105
Average Client Assets: $2 million
Frequently Asked Questions
MN WEALTH ADVISORS, LLC 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 #322617), MN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
MN WEALTH ADVISORS, LLC is headquartered in OVERLAND PARK, KS.
MN WEALTH ADVISORS, LLC serves 105 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, MN WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MN WEALTH ADVISORS, LLC manages $330 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, MN WEALTH ADVISORS, LLC 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
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,123
Discretionary Accounts: 1,123
Regulatory Filings
CRD Number: 322617
Filing ID: 1956899
Last Filing Date: 2025-03-12 18:18:00
Website: https://mnwealthadvisors.com