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KOINONIA FINANCIAL
KOINONIA WEALTH, LLC
CRD 312136
9400 GROGANS MILL RD, STE 305, THE WOODLANDS, TX, 77380, United States
Phone
281-367-2525
Fax
(281) 298-1040
Registration
— (—)
Source
State registered
Total AUM
$101.5M
Discretionary AUM
$101.5M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 253 | $42.8M |
| High net worth individuals | 68 | $51.4M |
All web addresses on file
Official SEC filing: View on IAPD