MKD Wealth Coaches provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, family office services, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
MKD Wealth Coaches reports 237 clients. They include 121 high-net-worth individuals and 116 individual clients. Of its assets, 98.6% ($499M across 1,138 accounts) are managed with discretion; $7.04M across 37 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 11% |
| High-net-worth individuals | 51% | 88% |
| Pension and profit-sharing plans | 0% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 116 | $56.5M | 11.2% | $487K |
| High-net-worth individuals | 121 | $443M | 87.6% | $3.66M |
| Pension and profit-sharing plans | Fewer than 5 | $5.96M | 1.2% | — |
| Total | 237 | $506M | 100% | — |
- Clients
- 116
- Regulatory AUM
- $56.5M
- AUM share
- 11.2%
- Avg. per client
- $487K
- Clients
- 121
- Regulatory AUM
- $443M
- AUM share
- 87.6%
- Avg. per client
- $3.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.96M
- AUM share
- 1.2%
- Avg. per client
- —
Total
- Clients
- 237
- Regulatory AUM
- $506M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
MKD Wealth Coaches charges up to 1.75% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Alternative Investment Services
- Alternative investment services are billed quarterly in advance on called capital, in the same manner as investment management fees.
- Financial Planning and Consulting
- Financial planning and consulting fees are negotiable, generally $1,000 to $50,000 on a fixed fee basis or $200 to $500 hourly, with half due at signing.
Joseph Mackey owns 50% to 75% of MKD Wealth Coaches. Joseph Mackey is CEO; the leadership team includes Chief Compliance Officer Timothy Mrock. It has 13 employees, 5 of them in advisory roles.
Staff
- 13 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 50% to 75% of MKD Wealth Coaches, LLC
Joseph Mackey
Control person · since December 2006
- Owns 50% to 75% of MKD Wealth Coaches, LLC
Nathan Bohannon
Control person · since January 2016
MKD Wealth Coaches’ regulatory assets grew 1.7× from $303M (March 2021) to $506M (September 2026); clients rose from 220 to 237 and employees from 11 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $506M | 237 | 13 | 2 |
| Jul 2025July 2025 | $426M | 240 | 13 | 2 |
| May 2024May 2024 | $360M | 253 | 12 | 2 |
| Mar 2023March 2023 | $309M | 247 | 13 | 2 |
| Mar 2022March 2022 | $350M | 230 | 12 | 2 |
| Mar 2021March 2021 | $303M | 220 | 11 | 1 |
Besides its headquarters, MKD Wealth Coaches has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Michigan · 1 listed address
- 1301 W. Long Lake Road, Suite 210, TroyHQ
Contact and registration details
- Legal name
- MKD Wealth Coaches, LLC
- Headquarters
- 1301 W. Long Lake Road, Suite 210, Troy, MI 48098
- Website
- mkdwealth.com
- Phone
- 248-418-5100
- @mkd-wealth
- SEC file
- 801-68330
- Founded
- 2006
- Structure
- Michigan LLC
- Fiscal year end
- December
MKD Wealth Coaches’ named custodian for separately managed accounts is Fidelity ($464M). MKD Wealth Coaches has custody of $158M for 149 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $464M100%
At year end, MKD Wealth Coaches’ separately managed accounts were mostly in funds (71%) and cash (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $117M across 31 positions; the largest are iShares TR (55.6%), iShares TR (16.9%) and iShares TR (6.4%).
What the accounts hold
- Stocks9%
- Funds71%
- Bonds8%
- State and local bonds7%
- U.S. government and agency bonds1%
- Cash11%
- Other1%
- Private placements1%
How many clients does MKD Wealth Coaches have?
MKD Wealth Coaches has 237 clients and manages $506 million for them, as of September 2026. They include 121 high-net-worth individuals and 116 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026
What services does MKD Wealth Coaches offer?
MKD Wealth Coaches provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, family office services, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does MKD Wealth Coaches charge?
MKD Wealth Coaches charges up to 1.75% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does MKD Wealth Coaches use?
MKD Wealth Coaches’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $464M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026
How many financial advisors does MKD Wealth Coaches have?
MKD Wealth Coaches has 5 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MKD Wealth Coaches invest in?
At the end of its last fiscal year, MKD Wealth Coaches’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 9% exchange-traded equities, 7% state and local bonds, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Private Placements.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MKD Wealth Coaches?
MKD Wealth Coaches’ direct owners are Joseph Mackey (50% to 75%) and Nathan Bohannon (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 September 2026
How does MKD Wealth Coaches get paid?
MKD Wealth Coaches is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact MKD Wealth Coaches?
MKD Wealth Coaches’ main office is at 1301 W. Long Lake Road, Suite 210, Troy, MI 48098. Its phone number is 248-418-5100. Its website is mkdwealth.com.