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Knode Wealth Management LLC CRD 336114
$20.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3920 Alma Dr. Ste 304, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors | Frisco | TX | 04/2015 | 02/2019 |
| Quadcap Wealth Management, Llc | Frisco | TX | 05/2019 | 01/2025 |
| Knode Wealth Management Llc | Plano | TX | 03/2025 | Present |
| Knode Wealth Management Llc | Plano | TX | 04/2025 | Present |
Knode Wealth Management LLC: Investment Related; Plano, TX; Insurance Agent; Fixed Insurance Sales; Started 04/2025; Approximately 2 hours spent per month. Knode Wealth Management LLC; Investment Related; Plano, TX; Tax Preparer; Tax preparation services; Started 04/2025; Approximately 2 hours spent per month. Knights of Columbus at St. Mark Catholic Church; Not Investment Related; Plano, TX; Board of Directors, Investment Chairman; Approximately 2 hours spent per month. St. Mark Catholic Church; Not Investment Related; Plano, TX; Church Finance Council; Approximately 3 hours spent per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
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