MKD WEALTH COACHES, LLC
C26
CRD 144994·SEC 801-68330·TROY, MI
AUM
$505.7M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $218.3M
'21 · $249.0M
'22 · $303.4M
'23 · $349.6M
'25 · $425.8M
'26 · $505.7M
'20'26
$218.3M → $505.7M▲ +132%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
4 advisors → 5 advisors▲ +25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1301 W LONG LAKE RDSTE 210TROY, MI 48098
Business
1301 W LONG LAKE RDSTE 210TROY, MI 48098
Edgar Recent Filings
13F-HR2026-04-13 · 0001754960-26-000228
13F-HR2026-01-12 · 0001754960-26-000020