Koda Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,387,188
Clients
179
3% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
179
Very HighAverage account size
$113,895
About
Koda Wealth Management serves individual and high‑net‑worth clients, providing ongoing portfolio management and standalone financial planning. The firm documents client objectives and risk tolerance in an Investment Policy Statement, seeks discretionary authority for trading, and operates on an asset‑based advisory model commonly used by similar firms.
The firm’s investment process blends fundamental and technical analysis and is oriented toward long‑term strategies while also employing margin and options trading (including spreads and uncovered positions). Portfolios may include mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs) and non‑U.S. securities, and accounts are reviewed on a regular basis with risks noted in client disclosures.
A distinctive aspect is an affiliation with an insurance agency: supervised persons are licensed insurance agents and may recommend insurance products for commission, a conflict the brochure discloses and says will be managed through disclosure and periodic review. The firm also requires clients to custody assets at Schwab Institutional—providing access to institutional services and potential soft‑dollar benefits—and explicitly discloses use of margin and uncovered option strategies that introduce additional risk relative to many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$250 - $7,500 fixed fee for financial planning based on complexity and time
$0 - $99,999: 1.20% $100,000+: 1.10%
Main office location
Koda Wealth Management
2658 Industrial Blvd
Abilene TX 79605, United States
Number of offices
1
Most active in
Koda Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")