$37.3M Total AUM
$37.3M Disc. AUM
-- 3Y CAGR
2 Employees
79 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North glacierAtlas bridge +more
- Established Date
- 08-15-2019
- Office Locations
- 1
Office Locations
5900 S Lake Forest DR STE 300 Mckinney TX
About Krishna Wealth Planning
Krishna Wealth Planning LLC is a McKinney, Texas registered investment adviser serving North Texas families with goal-based financial planning and ongoing portfolio management. The firm builds custom portfolios aligned to each client’s risk tolerance and the return needed to support the plan. Founder Neil Krishnaswamy (CFP®, RICP®, EA®) leads the practice, with client assets custodied at Charles Schwab.
Team overview
44 AVG AGE
$37.3M AVG AUM / ADVISOR
$472.1K AVG AUM / CLIENT
6.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Accredited Investors
Wave alpha
Asset Classes
Wave fusion Prime timber Capital ridge Quantum Beacon radial Signal ridge Foundation Glacier value Pathway wave Eagle
Client Personas
Fusion harbor Unison insight Foundation
Custodian
Optima frontier Insight Prime vital Catalyst Catalyst vital
Fund Managers
Eagle delta
Investment Themes
Vital Insight Signal oak Delta
Investment Vehicles
Focus pioneer
Platform
Capital wave Alpha atlas
Services
Beacon Legacy foundation Atlas Pathway Peak wave Prime ridge Glacier Optima horizon Prime foundation Beacon Peak Signal timber Eagle Oak element
Technology
Delta matrix Zenith Peak optima Vector Wave value Horizon zenith Beacon foundation Beacon
Owner & Executives
NEIL KRISHNASWAMY
Chief Compliance Officer, Owner
- CRD
- #5983812
- Ownership
- 75% or more
(279) 918-2912
vital.radial@insightcapital.com
in linkedin.com/in/signal-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,293,561 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,293,561 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,293,561
Public Funds:
31.7% Equity - Exchange:
35.1% Cash:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $281,274,022 | 31.7% |
| Equity - Exchange | $311,442,214 | 35.1% |
| Cash | $294,583,518 | 33.2% |
| Total | $887,299,754 | 100.0% |