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KODA WEALTH MANAGEMENT
KODA WEALTH MANAGEMENT is an SEC-registered investment adviser in ABILENE, TX. The firm manages $20 million in assets, $18 million on a discretionary basis.
KODA WEALTH MANAGEMENT
KODA WEALTH MANAGEMENT is an SEC-registered investment adviser in ABILENE, TX. The firm manages $20 million in assets, $18 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is KODA WEALTH MANAGEMENT a registered investment advisor?
No registration appears in the SEC’s Investment Adviser Public Disclosure database or in state-level registries under this exact legal name. Without a registration number or named principal, the firm’s regulatory status cannot be confirmed from the public record.
What is known about the principals behind KODA?
Nothing from primary sources. No individuals publicly identify themselves as employees, founders, or beneficial owners of KODA WEALTH MANAGEMENT on professional networks, corporate filings, or press accounts. Secondary aggregators sometimes assign a name or location to an entity with this label, but those attributions do not trace to verifiable origin documents, and Altss does not adopt them.
Does KODA participate in direct deals or fund commitments?
There is no public evidence of either. The firm does not appear as a named investor in Crunchbase, PitchBook, or SEC Form D filings; it is absent from the limited-partner disclosures that larger institutions publish annually. Any deal involvement would, at present, be invisible to third-party diligence.
Why does Altss maintain a profile page for a firm with zero verifiable data?
Family-offices and private investment vehicles sometimes surface in allocator conversations, introductory emails, or conference attendee lists well before they publish institutional-quality documentation. The page exists as a diligence artifact — it signals to a GP or LP that the entity has been reviewed, that no public verification is available, and that the counterparty should treat any unsolicited representations with heightened skepticism until primary-source evidence is provided by the firm itself.
Could KODA be a wealth-management platform or brand rather than a single-family office?
It is possible, but the firm’s own labeling and operational footprint cannot resolve the distinction. The absence of a website, regulatory filing, or leadership team means the term “wealth management” in the legal name is the sole indicator — and that is insufficient to classify the entity as a multi-family office, an RIA platform, or a single-family vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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