KRISHNA WEALTH PLANNING

KRISHNA WEALTH PLANNING of MCKINNEY, TX is an SEC-registered investment adviser (CRD 304613). Regulatory assets under management: $37.3M.

Registration

• CRD: 304613
• Type: Registered investment adviser
• Location: 5900 S LAKE FOREST DR, MCKINNEY, TX, 75070
• Phone: 214-901-7526
• Latest filing: 2026-01-17
• Regulatory AUM: $37.3M
• Discretionary AUM: $37.3M
• Clients: 2
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304613 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search