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MN Wealth Advisors, LLC

EST. AUM
$394,235,365

CONTACTS

CLIENT ACCOUNTS
1,173

Firm Details

Metro area Kansas City
CRD Number 322617
Website mnwealthadvisors.com
Client types

Overview

MN Wealth Advisors, LLC is an independent, fee-only registered investment adviser headquartered in Overland Park, Kansas. Formed in 2022 and owned by MarksNelson Advisory, LLC, the firm operates under a strict fiduciary standard, delivering comprehensive wealth management services. It specializes in an integrated advisory approach that aligns investment management with tax strategy, estate planning, and business consulting, particularly for medical professionals, retirees, and business owners. Its investment philosophy is research-driven, utilizing strategic asset allocation and opportunistic rebalancing to construct portfolios that include low-cost institutional funds, individual securities, and select private investments for qualified clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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