RIA Intel›Advisers›Texas›KRISHNA WEALTH PLANNING LLC

KRISHNA WEALTH PLANNING LLC

Advisory

MCKINNEY, TX

Data as of Jan 17, 2026 · Source: SEC Form ADV

Rank in TX

#1,896

of 2,813 advisers by AUM

Average account

$206K

across 181 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 17, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

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.

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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

69 clients

44 high-net-worth

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

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Advisers of similar size in TX

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

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GB WEALTH ADVISORS LLC

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$37M

EDEN CAPITAL MANAGEMENT PARTNERS, L.P.

$37M

MUCH WEALTH MANAGEMENT, INC.

$37M

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