$33.7M Total AUM
$33.7M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Insight momentum
- Established Date
- 04-04-2012
- Office Locations
- 1
Office Locations
-- Washington DC
About MKN Wealth Management LLC
MKN Wealth Management is a Washington, DC boutique RIA led by managing member and CCO Mary Kathleen Norris. The firm provides financial planning and portfolio construction alongside ongoing asset management, including insurance and business-succession planning, with a focus on entrepreneurs. Investment implementation emphasizes asset allocation using ETFs and index funds, with custody primarily through Charles Schwab.
Team overview
63 AVG AGE
$33.7M AVG AUM / ADVISOR
$535.2K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Client Personas
Element
Custodian
North pathway Peak Timber summit
Investment Themes
Signal prime Signal
Investment Vehicles
Fusion focus Prime fusion
Services
Beacon Capital North vector Radial Quantum pioneer
Technology
Zenith
Owner & Executives
M
MARY KATHLEEN NORRIS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1251971
- Ownership
- 75% or more
(275) 962-1359
pioneer.pathway@summitcapital.com
in linkedin.com/in/fusion-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,715,176 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,715,176 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,715,176
Equity - Exchange:
24.9% Cash:
38.6% Municipal Bonds:
36.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $78,233,425 | 24.9% |
| Cash | $121,277,518 | 38.6% |
| Municipal Bonds | $114,679,519 | 36.5% |
| Total | $314,190,462 | 100.0% |