KNODE WEALTH MANAGEMENT LLC

KNODE WEALTH MANAGEMENT LLC of PLANO, TX is an SEC-registered investment adviser (CRD 336114). Regulatory assets under management: $20.6M.

Registration

• CRD: 336114
• Type: Registered investment adviser
• Location: 3920 ALMA DR., PLANO, TX, 75023
• Phone: 972-489-3733
• Latest filing: 2026-01-22
• Regulatory AUM: $20.6M
• Discretionary AUM: $20.6M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336114 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search