Firm profile

KONZA GLOBAL WEALTH GROUP

OVERLAND PARK, KSCRD 331692Latest ADV April 23, 2026

Konza Global Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 23, 2026, reports $125M in regulatory assets under management, 2 employees, 1 office, and 294 accounts.

Assets Under Management
$125M
Employees
2
Offices
1 office
Total Clients
112
Primary office
OVERLAND PARK, KS
10740 NALL AVE., SUITE 201, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODavid W. Freisner
CCODavid W. Freisner

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
79
2
HNWI
29.5%
33

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$125Mas of April 23, 2026
Discretionary99.6%
$125M
100% of total RAUM99.6%
Non-discretionary0.4%
$463K
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$125M
Total Accounts294
10Y AUM Change+$125M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee56:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.