# KODA WEALTH MANAGEMENT

KODA WEALTH MANAGEMENT is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 325700
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325700

## About

KODA WEALTH MANAGEMENT is a state-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.

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:19.778Z

Canonical page: https://altss.com/profile/koda-wealth-management

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