SourcingSourcing

MOKAN WEALTH MANAGEMENT INC

C31
CRD 328005·SEC 801-130379·OVERLAND PARK, KS
AUM
$250.3M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$751K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOKAN WEALTH MANAGEMENT INC
CRD
328005
SEC file #
801-130379
EIN
814948834
DBA names
Mokan Wealth Management

Economics

AUM
$250.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$174.7M → $250.3M▲ +43%
Client mix
Individuals High Net Worth93
Individuals Other80

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
1 advisors → 3 advisors▲ +200%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
mokanwealth.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hammerschmidt, Kyle, Thomas
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Hammerschmidt, Kyle, Thomas
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MOKANWEALTH.COM
Rdap Domain Creation Date
2021-04-25T18:31:34Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002053727
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-01-30
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0002053727-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4103
Soi Zip Pct 200k Plus
0.154
Soi Zip Returns 200k Plus
1820
Soi Zip Total AGI
1,539,628
Fdic Zip Total Deposits
28,187,414,000
Fdic Zip Branch Count
490
Fdic Zip Top Banks
Capitol Federal Savings Bank
Commerce Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Edgar Addresses
Mailing
14221 METCALF AVE #102OVERLAND PARK, KS 66223
Business
14221 METCALF AVE #102OVERLAND PARK, KS 66223
Edgar EIN
814948834
Edgar Recent Filings
13F-HR2026-05-01 · 0002053727-26-000002
13F-HR2026-01-26 · 0002053727-26-000001
Fdic Zip Branches Raw
Stanley BankStanley, KS
Peoples National Bank & TrustStilwell, KS
Fdic Zip HHI
640.14
Fdic Zip Top Bank Share Pct
16.2
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-25T18:31:34Z
Rdap Domain Last Changed
2025-04-26T17:48:04Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,045
Returns2,250
Stub 2
AGI64,916
Returns1,720
Stub 3
AGI103,543
Returns1,670
Soi Zip Total Business Income
38,658
Soi Zip Total Cap Gains
86,676
Soi Zip Total Dividends
44,001
Soi Zip Total Returns
11,820
Top Owner CRD
6744129
Trust Company Affiliate
No

People (2)

2
Hammerschmidt, Kyle, Thomas
IAR · Direct Owner · 87.5%
6744129
Megan Elizabeth Ramshaw
IAR
7383721