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KODA WEALTH MANAGEMENT
KODA WEALTH MANAGEMENT LLC
CRD 325700
2658 INDUSTRIAL BLVD, ABILENE, TX, 79605, United States
Phone
325-695-9999
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$20.4M
Discretionary AUM
$18.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $11.5M |
| High net worth individuals | 5 | $8.8M |
All web addresses on file
Official SEC filing: View on IAPD