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MKD WEALTH

TROY, MI · CRD 144994 · IAPD ↗ · portal.mkdwealth.com · 248-418-5100

$505.7MRegulatory AUM
5Advisory reps
13Employees
5Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MKD WEALTH crossed $500M in regulatory AUM ($425.8M -> $505.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
August 2025 — MKD WEALTH notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
October 2024 — MKD WEALTH changed its website from mkdwealthcoach.com to mkdwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
October 2024 — MKD WEALTH COACHES, LLC is now doing business as MKD WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
June 2024 — MKD WEALTH COACHES, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.