SourcingSourcing

MN WEALTH ADVISORS, LLC

B61
CRD 322617·SEC 801-126395·OVERLAND PARK, KS
AUM
$394.2M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MN WEALTH ADVISORS, LLC
CRD
322617
SEC file #
801-126395
EIN
883537250
DBA names
—

Economics

AUM
$394.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$330.4M → $394.2M▲ +19%
Client mix
Individuals Other459
Individuals High Net Worth112

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
youtube.com/@mnwealthadvisors-h7y

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARKSNELSON ADVISORY, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
MARKSNELSON ADVISORY, LLC
MOELLER, ANTHONY, RICHARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001992972
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-13
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001992972-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6800 W 115TH STREETSUITE 3511OVERLAND PARK, KS 66211
Business
6800 W 115TH STREETSUITE 3511OVERLAND PARK, KS 66211
Edgar EIN
883537250
Edgar Recent Filings
13F-HR2026-04-23 · 0001992972-26-000002
13F-HR2026-02-02 · 0001992972-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
MOELLER, ANTHONY, RICHARD
IAR · Executive Officer · 2.5%
1759361
MATTHEW PAUL AHRENS
IAR
5308493
Scott Thomas Schaeffer
IAR
7177592