KOA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$254,910,285
Discretionary
$242,988,927
Non-discretionary
$11,921,358
Firm details
- CRD number
- 297004
- SEC file number
- 801-118718
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.