KOOB WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$171,781,509
Discretionary
$2,022,960
Non-discretionary
$169,758,549
Firm details
- CRD number
- 154830
- SEC file number
- 801-130516
- Main office
- WHITE BEAR TOWNSHIP, MN, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://KOOBWEALTHMANAGEMENT.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.