RIA Intel›Advisers›Texas›KNODE WEALTH MANAGEMENT LLC

KNODE WEALTH MANAGEMENT LLC

Advisory

PLANO, TX

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in TX
#2,129
of 2,813 advisers by AUM
Average account
$429K
across 48 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
17
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

OPCREST INVESTMENT MANAGEMENT, LLC
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-95.8% 1Y
MCPHERSON DANNY LEE
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$21M
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OSAGE ENERGY PARTNERS, L.P.
THE WOODLANDS, TX
$21M
-24.8% 1Y
CURRAN FINANCIAL PARTNERS, LLC
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$20M
LEADERSHIP FINANCIAL ADVISORS, LLC
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$21M

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