RIA Intel›Advisers›Texas›KOINONIA WEALTH, LLC

KOINONIA WEALTH, LLC

Advisory

THE WOODLANDS, TX

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in TX

#1,420

of 2,813 advisers by AUM

Average account

$193K

across 525 accounts

AUM per adviser

$101M

1 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients321

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

321 clients

68 high-net-worth

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

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

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