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MOKAN WEALTH MANAGEMENT

OVERLAND PARK, KS · CRD 328005 · IAPD ↗ · mokanwealth.com · 913-257-3991

$250.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — MOKAN WEALTH MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — MOKAN WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
February 2026 — MOKAN WEALTH MANAGEMENT reported RAUM up 43% ($174.7M -> $250.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2026 — MOKAN WEALTH MANAGEMENT grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
March 2025 — MOKAN WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
March 2025 — MOKAN WEALTH MANAGEMENT reported RAUM up 58% ($110.4M -> $174.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — MOKAN WEALTH MANAGEMENT (OVERLAND PARK, KS) is newly SEC-registered with $110.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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