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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
About Knode Wealth Management LLC
Knode Wealth Management is a Texas-registered RIA providing comprehensive financial planning, tax planning and preparation, and ongoing investment management for families and business owners, including executives, retirees, and Catholic households. The firm uses a Risk Score assessment to align portfolios with client comfort levels and long-term goals, with client access via portals such as Altruist and RightCapital.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT CHARLES KNODE
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5006234
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,594,943 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,594,943 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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