KONNECT HEALTH AND WEALTH

KONNECT HEALTH AND WEALTH is an SEC-registered investment adviser (CRD 166933). Regulatory assets under management: $53.0M.

Registration

• CRD: 166933
• Type: Registered investment adviser
• Phone: 832-871-3172
• Latest filing: 2026-03-10
• Regulatory AUM: $53.0M
• Discretionary AUM: $53.0M
• Clients: 1
• Accounts: 188

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166933 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search