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KRISHNA WEALTH PLANNING
KRISHNA WEALTH PLANNING LLC
CRD 304613
5900 S LAKE FOREST DR, STE 300, MCKINNEY, TX, 75070, United States
Phone
214-901-7526
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.3M
Discretionary AUM
$37.3M
Team
2 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $6.0M |
| High net worth individuals | 44 | $31.3M |
All web addresses on file
Official SEC filing: View on IAPD