$53.0M Total AUM
$53.0M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-2013
- Office Locations
- 1
Office Locations
-- NEW Braunfels TX
About Konnect Health AND Wealth
Konnect Health & Wealth is a Texas state-registered RIA in New Braunfels providing one-on-one financial planning and investment guidance for U.S. residents, including lifestyle planning, college savings, and retirement preparation. Client portfolios are primarily implemented with ETFs and other public funds, with custody support that includes Charles Schwab & Co.
Team overview
60 AVG AGE
$53.0M AVG AUM / ADVISOR
$767.4K AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Vital
Client Personas
Vertex vertex
Investment Themes
Frontier Atlas Eagle bridge
Investment Vehicles
Alpha
Platform
Catalyst
Services
Glacier Prime meridian Meridian frontier Timber Summit Momentum timber Bridge Timber Wave
Owner & Executives
SUSAN BOWDEN GOMEZ
Senior Investment Advisor
- CRD
- #1495161
- Ownership
- 75% or more
(945) 676-7507
vector.crest@valuecapital.com
in linkedin.com/in/frontier-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,950,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,950,636 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,950,636
Equity - Exchange:
20.9% Cash:
21.6% Other:
37.3% Public Funds:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,204,448,520 | 20.9% |
| Cash | $1,244,788,901 | 21.6% |
| Other | $2,149,566,020 | 37.3% |
| Public Funds | $1,164,108,140 | 20.2% |
| Total | $5,762,911,581 | 100.0% |