# KODA WEALTH MANAGEMENT

KODA WEALTH MANAGEMENT of ABILENE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 325700
- Type: SEC-registered investment adviser
- Location: 2658 INDUSTRIAL BLVD, ABILENE, TX, 79605
- Phone: 325-695-9999
- Latest filing: 2026-01-20
- Regulatory AUM: $20.4M
- Discretionary AUM: $18.5M
- Non-discretionary AUM: $1.9M
- Clients: 2
- Accounts: 179

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325700/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325700/similar
- Related entities: https://search.stillhousedata.com/firm/325700/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325700

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.