MKN Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,715,176
Clients
63
92% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
63
HighAverage account size
$535,162
About
MKN Wealth Management provides discretionary asset management and tailored investment advice to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and corporate entities, managing about $33.7 million across 63 client accounts. Services include continuous account supervision and portfolio construction using individual stocks and bonds, ETFs, mutual funds, options, and other public and private securities.
The firm emphasizes individualized strategies and quarterly reviews to align portfolios with each client’s goals and risk tolerance, and it allows clients to impose reasonable investment restrictions where practical. Investment analysis combines fundamental and technical methods (including charting and cyclical analysis) and the firm employs long-term, short-term, and trading strategies; cash balances are typically held in conservative vehicles such as money market funds, CDs, commercial paper, or government-backed debt.
Notable features include a negotiable $250,000 account minimum and a practice of maintaining client custody at a recommended institutional custodian (Charles Schwab) to access institutional custody and support services, while the adviser does not sell commissionable securities or charge performance-based fees. The firm has operated as a registered adviser since 2012 and conducts client account reviews through its principal, rather than a larger review team.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
$0 - $1,500,000: 1.00% Above $1,500,000+: 0.75%
Account minimum: $250,000
Main office location
MKN Wealth Management LLC
Washington DC, United States
Number of offices
1
Most active in
MKN Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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