KODA WEALTH MANAGEMENT

KODA WEALTH MANAGEMENT of ABILENE, TX is an SEC-registered investment adviser (CRD 325700). Regulatory assets under management: $20.4M.

Registration

• CRD: 325700
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325700 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search