KRISHNA WEALTH PLANNING

Overview

Krishna Wealth Planning operates as an independent RIA focused on serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and acts as a selector of other advisers when needed. Its advisory model mixes fee-based portfolio management (percentage of AUM) with hourly and fixed-fee planning assignments, which supports both ongoing wealth management relationships and project-based engagements. Investment activity centers on pooled public investment vehicles rather than heavy direct-equity trading. The firm appears to allocate capital through third-party managers for certain alternative exposures, with a specific emphasis on real estate strategies. Given the asset mix and custodian relationship, the practice leans toward model-driven and mutual-fund-based portfolios, with supplemental use of annuities where appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices