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KONZA GLOBAL WEALTH GROUP

Legal name: KONZA GLOBAL ADVISORY, LLC

CRD 331692File 801-130570
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$125.2M
Bottom 25% of cohort (national)
Discretionary AUM
$124.7M
Non-discretionary $463K
Clients
112
294 accounts
Employees
2
Bottom 25% of cohort in KS

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Jun 28, 2024
Principal office
10740 NALL AVE., SUITE 201, OVERLAND PARK, KS, 66211
Phone
(913) 318-5980

Assets & accounts

ADV Item 5F
Total regulatory AUM
$125.2M
Discretionary AUM
$124.7M
Non-discretionary AUM
$463K
Discretionary accounts
293
Non-discretionary accounts
1
Total accounts
294
AUM per client
$1.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals33$100.6M
Individuals (other than high net worth individuals)79$24.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.