$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
- --
- 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
Investment Themes
Signal prime Signal
Investment Vehicles
Fusion focus Prime fusion
Services
Beacon Capital North vector
Owner & Executives
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% |