KODA WEALTH MANAGEMENT

Overview

Koda Wealth Management is a small, independent registered investment adviser structured as a limited liability company that focuses on individual and family clients and small business owners. The firm’s advisory work centers on financial planning and portfolio management, delivered through a mix of percentage-of-AUM and fixed-fee arrangements. Portfolio activity shows a clear tilt toward equities—primarily exchange-traded instruments—managed largely on a discretionary basis. Koda is not positioned as an ESG or multi-state specialist and does not act as a capital allocator to external private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices