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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Oak capitalFrontier vital
- 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.
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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
--
- 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
Total SMA Asset: $250,337,407
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,594,989,239 | 19.0% |
| Public Funds | $1,578,199,878 | 18.8% |
| Cash | $3,702,053,970 | 44.1% |
| Other | $1,519,437,116 | 18.1% |
| Total | $8,394,680,203 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PATHWAY PIONEER | PATHWAY VECTOR | B4B823MHS | FHFQL | 0.60% | $102,448,726 |
| ALPHA FRONTIER BRIDGE | ZENITH HORIZON | V9YGJ965G | QSYJ | 12.14% | $1,960,739 |
| PIONEER MOMENTUM TIMBER | MATRIX NORTH | 6OWPQM2TS | UTBRJ | 6.96% | $38,922,756 |
| QUANTUM WAVE | BEACON CREST | J2OD19IOV | QRVW | 5.76% | $93,284,787 |
| NORTH PEAK HORIZON | FOUNDATION VITAL | 257XL87VA | DTK | 5.35% | $56,815,502 |
| EMBER ZENITH | SUMMIT FUSION | XOA2666TK | QJW | 2.98% | $52,251,808 |
| VERTEX CREST VITAL | QUANTUM WAVE | T41EJ9LKO | HYWHN | 2.94% | $64,233,936 |
| RADIAL PEAK | VITAL TIMBER | SQ7GVCUPT | XDLM | 0.92% | $103,599,521 |