MOKAN Wealth Management

MOKAN Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. As of December 31, 2025 the firm reported approximately $250.3 million in discretionary assets under management, two advisors, and 173 clients, and offers both ongoing and one-time financial planning engagements.

The firm primarily practices passive investment management by constructing asset-class weighted portfolios using index mutual funds and exchange-traded funds, while also drawing on fundamental, technical, cyclical, and charting analysis in its process. MOKAN generally manages accounts on a discretionary basis, integrates ongoing planning deliverables such as annual household tax reports and monthly electronic reports for planning clients, and executes trades through its institutional relationship with the Altruist custodial platform, including aggregated block trading for multiple accounts.

Distinctive features noted in the brochure include the firm’s use of advertising testimonials and the stated practice of providing comprehensive ongoing financial planning to clients enrolled in investment management without a separate planning fee. The brochure also discloses a 2024 consent order with the Missouri Securities Division related to unregistered advisory activity and confirms the firm maintains professional liability insurance.