$394.2M Total AUM
$394.2M Disc. AUM
-- 3Y CAGR
5 Employees
571 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-2022
- Office Locations
- 1
Office Locations
6800 W 115th Street Suite 3511 Overland Park KS
About MN Wealth Advisors, LLC
MN Wealth Advisors is a consultative wealth management firm focused on retirement and legacy planning. The team builds customized portfolios and ongoing retirement plans, integrates tax and estate planning, and advises business owners on 401(k) plans. Serves retirees, business owners, and medical professionals. Schwab is a primary custodian, and the firm offers an online retirement readiness calculator.
Team overview
42 AVG AGE
$131.4M AVG AUM / ADVISOR
$690.4K AVG AUM / CLIENT
3.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Summit prime Ridge focus Matrix pioneer Vector peak Value
Client Personas
Value Catalyst
CRM
Vector zenith
Custodian
Timber vector Fusion oak Oak Vital harbor
Investment Themes
Bridge foundation Pioneer matrix
Investment Vehicles
Vector matrix Delta
Platform
Crest delta
Services
Ember vital Bridge atlas Signal oak Peak legacy Element legacy Optima quantum Focus Signal
Owner & Executives
A
ANTHONY RICHARD MOELLER
Chief Compliance Officer, Senior Advisor
- CRD
- #1759361
- Ownership
- Less than 5%
(945) 309-7446
alpha.meridian@peakcapital.com
in linkedin.com/in/pioneer-fusion
Showing 1 of 1 owners & executives
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M
MATTHEW PAUL AHRENS
Analyst
- CRD
- #5308493
(609) 888-8170
legacy.eagle@quantumcapital.com
in linkedin.com/in/quantum-value
S
Scott Thomas Schaeffer
--
- CRD
- #7177592
(942) 842-4767
vector.signal@elementcapital.com
in linkedin.com/in/alpha-insight
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,235,365 | $336,092 |
| Non-Discretionary | $0 | -- |
| Total | $394,235,365 | $336,092 |
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Separately Managed Accounts
Total SMA Asset: $394,235,365
Public Funds:
13.4% Equity - Exchange:
16.8% Cash:
10.6% Other:
13.1% Corporate - Investment Grade:
5.4% Corporate - Non-Investment Grade:
10.4% Derivatives:
6.0% Other:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $421,788,682 | 13.4% |
| Equity - Exchange | $528,809,690 | 16.8% |
| Cash | $333,653,733 | 10.6% |
| Other | $412,345,651 | 13.1% |
| Corporate - Investment Grade | $169,974,543 | 5.4% |
| Corporate - Non-Investment Grade | $327,358,380 | 10.4% |
| Derivatives | $188,860,604 | 6.0% |
| Other | $764,885,446 | 24.3% |
| Total | $3,147,676,729 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME VITAL | INSIGHT RIDGE | 39U5EGWAM | MMIW | 5.91% | $23,421,981 |
| VITAL MOMENTUM FOUNDATION | NORTH INSIGHT | G3Z931CXC | YYB | 6.64% | $74,661,002 |
| MOMENTUM HORIZON | CAPITAL WAVE | 9MJFE1WAY | JKW | 1.88% | $31,084,751 |
| MERIDIAN BEACON OPTIMA | BRIDGE CREST | P9PGY3QWE | IVS | 6.41% | $20,382,704 |
| LEGACY PEAK | CATALYST UNISON | CV5RJ3KZN | MBO | 5.21% | $54,033,463 |
| VERTEX INSIGHT VITAL | BRIDGE GLACIER | ZVGE8E611 | IPGHP | 8.22% | $26,399,995 |
| GLACIER OAK ATLAS | ELEMENT DELTA | R5ADURQ4S | YJW | 10.18% | $16,169,797 |
| EAGLE ELEMENT | TIMBER ATLAS | R45HAX0WX | CYN | 6.80% | $69,620,040 |