KONZA GLOBAL WEALTH GROUP

Overview

Konza Global Wealth Group is an independent, individual-owned registered investment adviser that entered SEC registration in 2024. The firm serves primarily individual and family clients and bills on a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory services combine financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through publications and seminars. The firm does not position itself as an ESG-focused allocator and is not registered as a multi-state adviser. It is not characterized as a capital allocator in the FINTRX profile, which suggests reliance on third‑party managers and pooled vehicles when moving into nontraditional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices