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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-29-2023
- Office Locations
- 1
Office Locations
About Mokan Wealth Management
MOKAN Wealth Management is an SEC-registered RIA specializing in retirement and proactive tax planning for self-made 401(k)/IRA millionaires (often age 45+ with $1M–$10M saved). Services include retirement planning, investment management, Social Security and income planning, insurance and estate review. Portfolios allocate across equities and fixed income, favoring dividend-growth stocks with systematic risk management. Custody is through Altruist, and the firm also runs a Retirement Masterclass/academy for pre-retirees.
Reported data analysis
What the numbers show
Between November 13, 2025 and October 1, 2026, reported AUM increased 43.3%, from $174.7M to $250.3M.
Across 3 reported observations, AUM increased 126.8% between June 7, 2024 and October 1, 2026, from $110.4M to $250.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 173 clients, or 57.7 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on October 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Kyle Thomas Hammerschmidt
Chief Compliance Officer, Owner
- CRD
- #6744129
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Megan Elizabeth Ramshaw
Lead Financial Advisor
- CRD
- #7383721
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,337,407 | $355,593 |
| Non-Discretionary | $0 | -- |
| Total | $250,337,407 | $355,593 |
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Separately Managed Accounts
SMA allocation detail is available
Mokan Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mokan Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.