MKN Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0 - $1,500,000: 1.00% Above $1,500,000+: 0.75%
Account minimum: $250,000
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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