# Konza Global Wealth Group

> Konza Global Wealth Group is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 331692
- Filed as: KONZA GLOBAL WEALTH GROUP
- Legal name: Konza Global Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331692
- AdvisorCensus page: https://advisorcensus.com/firm/konza-global-wealth-group-overland-park-ks-331692

## Quick answers

**How is Konza Global Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Konza Global Wealth Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Konza Global Wealth Group charge?**
Its Form ADV Part 2A brochure dated July 28, 2026 states: Flat fee: $5,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Konza Global Wealth Group located?**
Konza Global Wealth Group's principal office is in Overland Park, KS, according to its Form ADV.

**Is Konza Global Wealth Group registered with the SEC or a state?**
Konza Global Wealth Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331692.

**How much does Konza Global Wealth Group manage?**
Konza Global Wealth Group reports $125,198,136 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Konza Global Wealth Group's assets and staff changed since 2024?**
In the Form ADV data for Konza Global Wealth Group: Regulatory assets under management: $0 in the October 2024 data and $125,198,136 in the October 2026 data. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Konza Global Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (33).

**Which custodians does Konza Global Wealth Group use?**
Konza Global Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Konza Global Wealth Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331692

**Does Konza Global Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated July 28, 2026 says: "There is no account minimum for any of KGWG’s services."

**What changed in Konza Global Wealth Group's recent Form ADV filings?**
In the December 2025 filing data: Registered or notice-filed in IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Account minimum: None

> There is no account minimum for any of KGWG’s services.

- Flat fee: $5,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is up to $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $125,198,136
- Discretionary: $124,735,496
- Non-discretionary: $462,640

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $24,619,661 |
| High net worth individuals | 33 | $100,578,475 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- konzaglobal.com
- LinkedIn @104100922
- YouTube @KonzaGlobal

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | August 13, 2024 |
| October 2025 | $116,539,022 | 2 | February 20, 2025 |
| October 2026 | $125,198,136 | 2 | July 28, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $125,198,136 in the October 2026 data.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Konza Global Wealth Group (CRD 331692): Form ADV filing data as of October 2026.