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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MN WEALTH ADVISORS, LLC

CRD 322617

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c3ae97a-1c8b-6e6a-a71d-dadf581ac262

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 0
Observed: Jul 15, 2022 to Feb 27, 2026
17 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Trinity Hunt Partners Vi-A, LP

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Trinity Hunt Partners VI, LP

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $394MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $394M
Private client RAUM: $392MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $131Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,173
Individual clients: 459
High net worth clients: 112
Custody, client assets: $212,553
SEC number: 801-126395
CRD: 322617
Filings on the tape: 17
First filed: Jul 15, 2022
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY RICHARD MOELLER	n/a	OVERLAND PARK, KS	3	38	2	no
MATTHEW PAUL AHRENS	n/a	OVERLAND PARK, KS	3	15	1	no
Scott Thomas Schaeffer	n/a	OVERLAND PARK, KS	3	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARKSNELSON ADVISORY, LLC	MANAGING MEMBER	E	yes	07/2023	Mar 6, 2024	Nov 6, 2024
MOELLER, ANTHONY, RICHARD	CHIEF COMPLIANCE OFFICER	Na	yes	02/2023	Feb 14, 2023	Nov 6, 2024
SPRINGLINE ADVISORY HOLDINGS, LLC	MANAGING MEMBER	E	yes	07/2023	Mar 6, 2024	Nov 6, 2024
SPRINGLINE ADVISORY, LLC	MANAGING MEMBER	E	yes	07/2023	Mar 6, 2024	Nov 6, 2024
THP ADVISORY SERVICES BLOCKER, LLC	Member	C	yes	07/2023	Mar 6, 2024	Nov 6, 2024
THP ADVISORY SERVICES SPLITTER, LLC	MANAGING MEMBER	E	yes	07/2023	Mar 6, 2024	Nov 6, 2024
THP VI GP, L.P.	MANAGING MEMBER	F	yes	07/2023	Mar 6, 2024	Nov 6, 2024
THP VI GP, L.P.	MANAGING MEMBER	F	yes	07/2023	Mar 6, 2024	Nov 6, 2024
THP VI GP, L.P.	GENERAL PARTNER	F	yes	07/2023	Mar 6, 2024	Nov 6, 2024
THP VI GP, L.P.	GENERAL PARTNER	F	yes	07/2023	Mar 6, 2024	Nov 6, 2024
TRINITY HUNT PARTNERS VI-A. L.P.	Member	E	yes	07/2023	Mar 6, 2024	Nov 6, 2024
TRINITY HUNT PARTNERS VI. L.P.	Member	D	yes	07/2023	Mar 6, 2024	Nov 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARKSNELSON, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 27, 2026	$394M	$394M	5	3	n/a	n/a
2024	Mar 12, 2025	$330M	$330M	5	3	n/a	n/a
2023	Mar 6, 2024	$290M	$290M	5	3	n/a	n/a
2022	Mar 29, 2023	$277M	$254M	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$394M	$330M	19.3%	$277M	12.4%	5	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTEGRITY ADVISORY, LLC	3	Nov 7, 2023	Feb 22, 2023	OVERLAND PARK, KS	Firm absorbed	Other	100.0%

Relationships

Registered with (3)

← ANTHONY RICHARD MOELLERAdvisorregistration: current employment
Feb 22, 2023 to presentfactForm ADV
← MATTHEW PAUL AHRENSAdvisorregistration: current employment
Feb 22, 2023 to presentfactForm ADV
← Scott Thomas SchaefferAdvisorregistration: current employment
Feb 22, 2023 to presentfactForm ADV

Controls (8)

← MOELLER, ANTHONY, RICHARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 14, 2023 to Nov 6, 2024factForm ADV
← MARKSNELSON ADVISORY, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 6, 2024 to Nov 6, 2024factForm ADV
← SPRINGLINE ADVISORY HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 6, 2024 to Nov 6, 2024factForm ADV
← THP ADVISORY SERVICES BLOCKER, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 6, 2024 to Nov 6, 2024factForm ADV
← THP ADVISORY SERVICES SPLITTER, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 6, 2024 to Nov 6, 2024factForm ADV
← THP VI GP, L.P.OwnerMANAGING MEMBER, ownership code F, domestic entity
Mar 6, 2024 to Nov 6, 2024factForm ADV
← TRINITY HUNT PARTNERS VI-A. L.P.OwnerMEMBER, ownership code E, domestic entity
Mar 6, 2024 to Nov 6, 2024factForm ADV
← TRINITY HUNT PARTNERS VI. L.P.OwnerMEMBER, ownership code D, domestic entity
Mar 6, 2024 to Nov 6, 2024factForm ADV

Moved with (1)

← INTEGRITY ADVISORY, LLCRegistered adviser3 advisors, firm absorbed, same day
Nov 7, 2023 to Feb 22, 2023factForm ADV

Dated events

Occurred
Mar 6, 2024
Control person left
Patrick Joshua Beck (Managing Member) no longer on Schedule A of Mn Wealth Advisors, Llc (listed 2023-12-01, absent 2024-03-06)
Form ADVobserved 5 days ago
Occurred
Nov 7, 2023
Firm absorbed
Integrity Advisory, LLC's advisors moved to MN Wealth Advisors, LLC (Overland Park, KS): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Feb 14, 2023
Control person joined
Richard Anthony Moeller (Chief Compliance Officer) appeared on Schedule A of Mn Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Jul 15, 2022
First Form ADV filing
Mn Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c3ae97a-1c8b-6e6a-a71d-dadf581ac262
First observed: Jul 15, 2022
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MN WEALTH ADVISORS, LLC

CRD 322617

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c3ae97a-1c8b-6e6a-a71d-dadf581ac262

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY RICHARD MOELLER

n/a

OVERLAND PARK, KS

MATTHEW PAUL AHRENS

n/a

OVERLAND PARK, KS

Scott Thomas Schaeffer

n/a

OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARKSNELSON ADVISORY, LLC

MANAGING MEMBER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

MOELLER, ANTHONY, RICHARD

CHIEF COMPLIANCE OFFICER

yes

02/2023

Feb 14, 2023

Nov 6, 2024

SPRINGLINE ADVISORY HOLDINGS, LLC

MANAGING MEMBER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

SPRINGLINE ADVISORY, LLC

MANAGING MEMBER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

THP ADVISORY SERVICES BLOCKER, LLC

Member

yes

07/2023

Mar 6, 2024

Nov 6, 2024

THP ADVISORY SERVICES SPLITTER, LLC

MANAGING MEMBER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

THP VI GP, L.P.

MANAGING MEMBER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

THP VI GP, L.P.

MANAGING MEMBER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

THP VI GP, L.P.

GENERAL PARTNER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

THP VI GP, L.P.

GENERAL PARTNER

yes

07/2023

Mar 6, 2024

Nov 6, 2024

TRINITY HUNT PARTNERS VI-A. L.P.

Member

yes

07/2023

Mar 6, 2024

Nov 6, 2024

TRINITY HUNT PARTNERS VI. L.P.

Member

yes

07/2023

Mar 6, 2024

Nov 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARKSNELSON, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$394M

n/a

2024

Mar 12, 2025

$330M

n/a

2023

Mar 6, 2024

$290M

n/a

2022

Mar 29, 2023

$277M

$254M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$394M

$330M

19.3%

$277M

12.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTEGRITY ADVISORY, LLC

Nov 7, 2023

Feb 22, 2023

OVERLAND PARK, KS

Firm absorbed

Other

100.0%