Investment adviser · CRD 322617
MN WEALTH ADVISORS, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $394M Form ADV · Item 5.F
- Client accounts
- 1,173 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 112 | $244,232,718 | 62.0% |
| Individuals | 459 | $148,185,919 | 37.6% |
| Retirement plans | Fewer than 5 | $1,816,728 | 0.5% |
Filing source
Form ADV 2061844 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6800 W 115TH STREET, SUITE 3511OVERLAND PARK, KS, 66211, United States
CRD 322617
Filing source
Form ADV 2061844 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.