K
$125.2M Total AUM
$124.7M Disc. AUM
-- 3Y CAGR
2 Employees
118 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave timberVertex +more
- Established Date
- 06-28-2024
- Office Locations
- 1
Office Locations
10740 Nall Ave., Suite 201 Overland Park KS
About Konza Global Wealth Group
Konza Global Wealth Group is an SEC-registered RIA providing personalized wealth management and financial planning for individuals and families, with specialized guidance on company stock plans (including NUA) and business 401(k)/retirement plan design. Portfolios incorporate public markets and alternative/private-market investments for qualified clients, supported by Nitrogen (Riskalyze) and RightCapital.
Team overview
61 AVG AGE
$62.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
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Accredited Investors
Crest signal Vertex eagle
Asset Classes
Meridian signal Ember foundation Foundation Prime pioneer Insight Radial value Capital capital Value Horizon Quantum meridian
Client Personas
Vital beacon Capital pathway
Custodian
Value North North
Investment Themes
Fusion Alpha
Investment Vehicles
Meridian beacon
Services
Zenith timber Catalyst Beacon catalyst Beacon legacy Vector matrix Peak Wave Signal Catalyst Matrix
Technology
Beacon eagle Radial Harbor summit Meridian Foundation alpha
Owner & Executives
D
DAVID W FREISNER
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #5047016
- Ownership
- 75% or more
(974) 815-6679
catalyst.oak@harborcapital.com
in linkedin.com/in/zenith-element
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jacob Michael Bossert
--
- CRD
- #7593516
(346) 506-6335
vector.catalyst@matrixcapital.com
in linkedin.com/in/momentum-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,735,496 | $425,718 |
| Non-Discretionary | $462,640 | $462,640 |
| Total | $125,198,136 | $425,844 |
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Separately Managed Accounts
Total SMA Asset: $125,198,136
Public Funds:
11.0% Equity - Exchange:
17.6% Cash:
11.8% Other:
23.6% Private Funds:
36.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $627,171,660 | 11.0% |
| Equity - Exchange | $1,003,474,657 | 17.6% |
| Cash | $672,784,145 | 11.8% |
| Other | $1,345,568,290 | 23.6% |
| Private Funds | $2,052,561,797 | 36.0% |
| Total | $5,701,560,549 | 100.0% |