Bank / Wealth / TrustRIA · CRD 146147SEC-Registered

Updated:

Cobb Wealth Management

Cobb Wealth Management is an independent wealth management firm launched in 2007 to deliver personalized service. Jeff Cobb is the founder and owner and a...

Cobb Wealth Management logo

Cobb Wealth Management

Cobb Wealth Management is an independent wealth management firm launched in 2007 to deliver personalized service. Jeff Cobb is the founder and owner and a registered investment advisor. As a fiduciary advisor, he uses a transparent, fee-based compensation structure and remains focused on investment strategy and portfolio management.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

Location

Region

North America

Country

United States

City

Kansas City

Corporate office

Kansas City, United States

Principals

Jeff Cobb

founder and owner

Jeff Cobb

registered investment advisor

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Cobb Wealth Management?

No named principals or CIO are disclosed in available records.

Does Cobb Wealth Management participate in fund commitments or only direct deals?

No information on deal structure or fund commitments is available.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Kansas City Bank / Wealth / Trust profiles