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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MKD WEALTH

MKD WEALTH COACHES, LLC, CRD 144994

TROY, MI

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:25c2f015-6e92-0265-0859-396ca1ca828b

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Sep 3, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $506MItem 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $499M
Private client RAUM: $500MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $84.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,175
Individual clients: 116
High net worth clients: 121
Custody, client assets: $158M
SEC number: 801-68330
CRD: 144994
Filings on the tape: 39
First filed: Mar 30, 2012
Latest filed: Sep 3, 2026
Organised: Limited Liability Company, MI

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
JOHN MICHAEL DANKOVICH	Chartered Financial Consultant	TROY, MI	16	26	1	no
NATHAN MARK BOHANNON	Certified Financial Planner	Troy, MI	16	17	n/a	no
JOSEPH EDGAR MACKEY	n/a	Troy, MI	16	24	1	no
Cassandra Beardslee	Certified Financial Planner	TROY, MI	10	13	1	no
KATHERINE ANNA Osentoski	Certified Financial Planner	TROY, MI	2	10	n/a	no
John Devine	Certified Financial Planner	TROY, MI	0	10	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
BOHANNON, NATHAN, MARK	MEMBER, CHIEF OPERATIONS OFFICER	D	yes	01/2016	Mar 27, 2015	Sep 3, 2024
MACKEY, JOSEPH, EDGAR	Member	D	yes	12/2006	Mar 30, 2012	Sep 3, 2024
MROCK, TIMOTHY, DENNIS	DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER	Na	yes	01/2019	Mar 25, 2019	Sep 3, 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
JOHN M. DANKOVICH	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$506M	$499M	13	5	1	n/a	n/a
2024	Mar 25, 2025	$426M	$419M	13	5	1	n/a	n/a
2023	Mar 27, 2024	$360M	$348M	12	4	1	n/a	n/a
2022	Mar 29, 2023	$309M	$290M	13	4	1	n/a	n/a
2021	Mar 31, 2022	$350M	$321M	12	5	1	n/a	n/a
2020	Mar 31, 2021	$303M	$268M	11	4	0	n/a	n/a
2019	Mar 30, 2020	$249M	$223M	9	4	0	n/a	n/a
2018	Mar 25, 2019	$218M	$203M	7	4	0	n/a	n/a
2017	Apr 11, 2018	$211M	$192M	6	4	0	n/a	n/a
2016	Mar 21, 2017	$176M	$171M	7	5	n/a	n/a	n/a
2015	Mar 30, 2016	$186M	$181M	11	9	n/a	n/a	n/a
2014	Mar 27, 2015	$205M	$196M	11	9	n/a	n/a	n/a
2013	Mar 31, 2014	$201M	$195M	11	6	n/a	n/a	n/a
2012	Mar 28, 2013	$143M	$139M	10	7	n/a	n/a	n/a
2011	Mar 30, 2012	$173M	$170M	n/a	n/a	n/a	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
1	0	1	0.0%	1	0	0	1	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	$506M	$426M	18.8%	$309M	17.8%	13	13	1	1

Relationships

Registered with (11)

← John DevineAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← KATHERINE ANNA OsentoskiAdvisorregistration: current employment
Aug 13, 2024 to presentfactForm ADV
← Cassandra BeardsleeAdvisorregistration: current employment
Aug 12, 2016 to presentfactForm ADV
← JOHN MICHAEL DANKOVICHAdvisorregistration: current employment
Aug 3, 2010 to presentfactForm ADV
← NATHAN MARK BOHANNONAdvisorregistration: current employment
Aug 3, 2010 to presentfactForm ADV
← JOSEPH EDGAR MACKEYAdvisorregistration: current employment
Aug 3, 2010 to presentfactForm ADV
← MICHAEL BRIAN KOMARAAdvisorregistration: previous registration
Aug 3, 2010 to Aug 21, 2018factForm ADV
← BRETT CHARLES BUSUTTILAdvisorregistration: previous registration
Feb 6, 2013 to Jan 3, 2017factForm ADV
← SARAH A JELINEKAdvisorregistration: previous registration
Feb 6, 2013 to May 15, 2013factForm ADV
← SCOTT JAMES PICKLOAdvisorregistration: previous registration
Aug 3, 2010 to Dec 19, 2011factForm ADV
← NEIL DYLEWSKIAdvisorregistration: previous registration
Aug 3, 2010 to Sep 14, 2010factForm ADV

Controls (3)

← BOHANNON, NATHAN, MARKOwnerMEMBER, CHIEF OPERATIONS OFFICER, ownership code D, individual
Mar 27, 2015 to Sep 3, 2024factForm ADV
← MACKEY, JOSEPH, EDGAROwnerMEMBER, ownership code D, individual
Mar 30, 2012 to Sep 3, 2024factForm ADV
← MROCK, TIMOTHY, DENNISOwnerDIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2019 to Sep 3, 2024factForm ADV

Dated events

Occurred
Sep 3, 2024
Control person left
Michael John Dankovich (Member) no longer on Schedule A of Mkd Wealth (listed 2024-05-15, absent 2024-09-03)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2019
Control person joined
Dennis Timothy Mrock (Director Of Operations/Chief Compliance Officer) appeared on Schedule A of Mkd Wealth
Form ADVobserved 5 days ago
Occurred
Mar 25, 2019
Control person left
Tollefson Lori Williams (Chief Compliance Officer) no longer on Schedule A of Mkd Wealth (listed 2018-10-09, absent 2019-03-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25c2f015-6e92-0265-0859-396ca1ca828b
First observed: Mar 30, 2012
Last observed: Sep 3, 2026 17 days 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.

MKD WEALTH

MKD WEALTH COACHES, LLC, CRD 144994

TROY, MI

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:25c2f015-6e92-0265-0859-396ca1ca828b

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN MICHAEL DANKOVICH

Chartered Financial Consultant

TROY, MI

NATHAN MARK BOHANNON

Certified Financial Planner

Troy, MI

n/a

JOSEPH EDGAR MACKEY

n/a

Troy, MI

Cassandra Beardslee

Certified Financial Planner

TROY, MI

KATHERINE ANNA Osentoski

Certified Financial Planner

TROY, MI

n/a

John Devine

Certified Financial Planner

TROY, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOHANNON, NATHAN, MARK

MEMBER, CHIEF OPERATIONS OFFICER

yes

01/2016

Mar 27, 2015

Sep 3, 2024

MACKEY, JOSEPH, EDGAR

Member

yes

12/2006

Mar 30, 2012

Sep 3, 2024

MROCK, TIMOTHY, DENNIS

DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER

yes

01/2019

Mar 25, 2019

Sep 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOHN M. DANKOVICH

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$506M

$499M

n/a

2024

Mar 25, 2025

$426M

$419M

n/a

2023

Mar 27, 2024

$360M

$348M

n/a

2022

Mar 29, 2023

$309M

$290M

n/a

2021

Mar 31, 2022

$350M

$321M

n/a

2020

Mar 31, 2021

$303M

$268M

n/a

2019

Mar 30, 2020

$249M

$223M

n/a

2018

Mar 25, 2019

$218M

$203M

n/a

2017

Apr 11, 2018

$211M

$192M

n/a

2016

Mar 21, 2017

$176M

$171M

n/a

2015

Mar 30, 2016

$186M

$181M

n/a

2014

Mar 27, 2015

$205M

$196M

n/a

2013

Mar 31, 2014

$201M

$195M

n/a

2012

Mar 28, 2013

$143M

$139M

n/a

2011

Mar 30, 2012

$173M

$170M

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

$506M

$426M

18.8%

$309M

17.8%