# Cobb Wealth Management

Cobb Wealth Management is a Bank / Wealth / Trust based in Kansas City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kansas City, United States
- **Region:** North America
- **Address:** Kansas City, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** www.cobbwealth.com

## Regulatory record

- **CRD number:** 146147
- **SEC file number:** 801-68796
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146147

## About

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.

## Sectors

- Wealth Management

## People

- Jeff Cobb — founder and owner
- Jeff Cobb — registered investment advisor

## 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.

## Related profiles

- [CoBank](https://altss.com/profile/cobank)
- [CoBe Capital](https://altss.com/profile/cobe-capital)

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Last updated: 2026-08-11T15:06:27.647Z

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