# Krishna Wealth Planning

Krishna Wealth Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/neilkrishnaswamy

## Regulatory record

- **CRD number:** 304613
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304613

## About

KRISHNA WEALTH PLANNING is a state-registered investment adviser in MCKINNEY, TX. The firm manages approximately $37 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Private Wealth Management
- Financial Planning

## Questions

### Who are the key executives at Krishna Wealth Planning?

No named executives, principals, or investment professionals are listed in public filings or press coverage for Krishna Wealth Planning. The firm's leadership remains undisclosed as of public record.

### What is the AUM or scale of Krishna Wealth Planning?

Krishna Wealth Planning does not publicly disclose its assets under management (AUM). No SEC filings or press releases confirm a specific figure, making its scale unknown to external parties.

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- [Blueprint Retirement Advisors LLC](https://altss.com/profile/blueprint-retirement-advisors-llc)
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Last updated: 2026-07-06T01:24:19.880Z

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