RIA Intel›Advisers›Texas›KODA WEALTH MANAGEMENT LLC

KODA WEALTH MANAGEMENT LLC

Advisory

ABILENE, TX

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in TX

#2,135

of 2,813 advisers by AUM

Average account

$114K

across 179 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$18M

Non-Discretionary AUM$2M

Discretionary %90.6%

Total Clients179

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

179 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

SUBNANI INVESTMENT RESEARCH, LLC

$20M

RUFUS HAYES ASSET MANAGEMENT, LLC

NEW BRAUNFELS, TX

$20M

KG ADVISORS, L.P.

$20M

RHOADS LUCCA CAPITAL PARTNERS L.P.

$20M

LAUGHTER FINANCIAL, LLC

$20M

CURRAN FINANCIAL PARTNERS, LLC

DRIPPING SPRINGS, TX

$20M

Get the full picture on KODA WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KODA WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans