Mn Wealth Advisors, Llc
- Regulatory AUM
- $394M
- Discretionary
- $394M
- Clients
- 571
- Avg AUM / client
- $690K
- Accounts
- 1,173
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 459 | $148M | 37.6% |
| High net worth individuals | 112 | $244M | 62.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.8M | 0.46% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Richard Moeller | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Matthew Paul Ahrens | Registered representative | Feb 2023 (3y) | ||
| Scott Thomas Schaeffer | Registered representative | Feb 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marksnelson Advisory, Llc | Managing Member | Jul 2023 | A | 75% or more |
| Springline Advisory, Llc | Managing Member | Jul 2023 | B | ≈ 56.25% – 100% via Marksnelson Advisory, Llc |
| Springline Advisory Holdings, Llc | Managing Member | Jul 2023 | B | ≈ 42.19% – 100% via Springline Advisory, Llc |
| Thp Advisory Services Splitter, Llc | Managing Member | Jul 2023 | B | ≈ 31.64% – 100% via Springline Advisory Holdings, Llc |
| Trinity Hunt Partners Vi A. L.P. | Member | Jul 2023 | B | ≈ 5.93% – 50% via Thp Advisory Services Blocker, Llc |
| Trinity Hunt Partners Vi. L.P. | Member | Jul 2023 | B | ≈ 15.82% – 75% via Thp Advisory Services Splitter, Llc |
| Thp Advisory Services Blocker, Llc | Member | Jul 2023 | B | ≈ 7.91% – 50% via Thp Advisory Services Splitter, Llc |
| Thp Vi Gp, L.P. | General Partner | Jul 2023 | B | GP / trustee / elected manager of Trinity Hunt Partners Vi A. L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Springline Advisory, Llc: 75% – 100% of Marksnelson Advisory, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Springline Advisory Holdings, Llc: 75% – 100% of Springline Advisory, Llc × 75% – 100% of Marksnelson Advisory, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Thp Advisory Services Splitter, Llc: 75% – 100% of Springline Advisory Holdings, Llc × 75% – 100% of Springline Advisory, Llc × 75% – 100% of Marksnelson Advisory, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Trinity Hunt Partners Vi A. L.P.: 75% – 100% of Thp Advisory Services Blocker, Llc × 25% – 50% of Thp Advisory Services Splitter, Llc × 75% – 100% of Springline Advisory Holdings, Llc × 75% – 100% of Springline Advisory, Llc × 75% – 100% of Marksnelson Advisory, Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
- Trinity Hunt Partners Vi. L.P.: 50% – 75% of Thp Advisory Services Splitter, Llc × 75% – 100% of Springline Advisory Holdings, Llc × 75% – 100% of Springline Advisory, Llc × 75% – 100% of Marksnelson Advisory, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Thp Advisory Services Blocker, Llc: 25% – 50% of Thp Advisory Services Splitter, Llc × 75% – 100% of Springline Advisory Holdings, Llc × 75% – 100% of Springline Advisory, Llc × 75% – 100% of Marksnelson Advisory, Llc × 75% – 100% direct ≈ 7.91% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $391M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗