Knode Wealth Management LLC

RIAState Registered

Total AUM

$20.6M

Discretionary

$20.6M

100% of AUM

Avg account

$429K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 336114
Website: knodewm.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.3%
Individuals13.7%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Knode Wealth Management LLC is an independent, Texas-registered limited liability company that advises individual and family clients. The firm is owned by an individual principal and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Knode also conducts insurance brokerage as part of its service mix. Its fee arrangements include a percentage of assets under management plus hourly and fixed-fee options. The adviser does not identify as an ESG investor and reports a single-state focus rather than multi-state operations.