KNODE WEALTH MANAGEMENT LLC

Overview

Knode Wealth Management LLC is an independent registered investment adviser that focuses on delivering financial planning, portfolio management for individuals and small businesses, and selecting outside advisers when clients need specialized exposure. The firm operates with a mix of fee structures — percentage of AUM, hourly charges and fixed fees — and also acts as an insurance broker, which suggests integration of insurance solutions into client plans. Knode identifies as a capital allocator, meaning it uses third‑party managers for some exposures rather than managing every strategy in‑house. Investment activity is centered on publicly traded pooled vehicles, with a clear tilt toward mutual funds and other public funds as the core building blocks of client portfolios. Knode is not an active ESG investor and is not positioned as a multi‑state adviser or pension consultant. Client focus is individual and family households, and the firm’s advisory services emphasize tailored planning and delegated portfolio construction for smaller private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices