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KONZA GLOBAL WEALTH GROUP
KONZA GLOBAL ADVISORY, LLC
CRD 331692 · SEC 801-130570
10740 NALL AVE., SUITE 201, OVERLAND PARK, KS, 66211, United States
Phone
(913) 318-5980
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.2M
Discretionary AUM
$124.7M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $24.6M |
| High net worth individuals | 33 | $100.6M |
States served
IL, KS, MO, TX
All web addresses on file
Official SEC filing: View on IAPD