Investment adviser · CRD 331692
KONZA GLOBAL WEALTH GROUP
Investment adviser filing (IA)
KONZA GLOBAL ADVISORY, LLC
OVERLAND PARK, KS, United States · Form ADV filed Jul 28, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 294 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 33 | $100,578,475 | 80.3% |
| Individuals | 79 | $24,619,661 | 19.7% |
Filing source
Form ADV 2122420 · Jul 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
10740 NALL AVE., SUITE 201OVERLAND PARK, KS, 66211, United States
CRD 331692
Filing source
Form ADV 2122420 · Jul 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.