SourcingSourcing

KONZA GLOBAL ADVISORY, LLC

B54
CRD 331692·SEC 801-130570·OVERLAND PARK, KS
AUM
$125.2M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$376K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KONZA GLOBAL ADVISORY, LLC
CRD
331692
SEC file #
801-130570
EIN
—
DBA names
Konza Global Wealth Group

Economics

AUM
$125.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$116.5M → $125.2M▲ +7%
Client mix
Individuals Other79
Individuals High Net Worth33

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
linkedin.com/company/104100922/admin/dashboard(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FREISNER, DAVID, W
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FREISNER, DAVID, W
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:konzaglobal.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5047016
Trust Company Affiliate
No

People (2)

2
FREISNER, DAVID, W
IAR · Direct Owner · 87.5%
5047016
Jacob Michael Bossert
IAR
7593516