A complete list of active advisors currently associated with MKN Wealth Management LLC
Warmer can help you find a great advisor at MKN Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at MKN Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 22
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")