# Koa Wealth Management

Koa Wealth Management is a Bank / Wealth / Trust based in Encinitas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Encinitas, United States
- **Region:** North America
- **Address:** Encinitas, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** koawealth.com
- **LinkedIn:** https://www.linkedin.com/company/koawealthmanagement

## Regulatory record

- **CRD number:** 297004
- **SEC file number:** 801-118718
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297004

## About

Koa Wealth Management was founded in 2018 and is headquartered in Encinitas, California. The firm operates as a registered investment adviser, providing financial planning, investment management, and retirement plan advisory services to individuals, pension and profit-sharing plans, and trusts. Its coastal San Diego County location places it in a region dense with high-net-worth households and small-to-midsize business owners seeking integrated wealth management. The firm's service model centers on advisory relationships rather than proprietary pooled investment vehicles. As an RIA, it constructs client portfolios and provides ongoing management, with a focus on retirement planning, general financial planning, and investment advisory. The firm does not publicly disclose a dedicated private-markets capability or distinct institutional asset-class mandates. Team size and assets under management are not publicly disclosed by the firm. No adjacent vehicles — such as a related foundation, real-asset subsidiary, or operating company — are known. The firm has not announced recent strategic moves, executive hires, or expansion into additional offices. Koa's architecture is that of a classic independent RIA rather than a family office, institutional allocator, or hybrid investment firm. It lacks the visible co-investment clubs, dedicated direct-deal sourcing, or multi-generational wealth-origin narrative that characterize single-family offices. For an allocator or GP evaluating it as a counterparty, its posture is retail-plus-retirement advisory rather than institutional capital deployment.

## Questions

### Who are the principals behind Koa Wealth Management?

The firm does not prominently name its founders, managing partners, or key investment personnel on its public-facing website or LinkedIn. Principal identities and professional backgrounds are not publicly documented in a way that can be sourced to the firm's own disclosures.

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Last updated: 2026-06-03T20:00:00.000Z

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