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KOOB WEALTH MANAGEMENT, LLC
KOOB WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WHITE BEAR TOWNSHIP, MN, registered since 2024. The firm manages $172 million in...
Overview
KOOB WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WHITE BEAR TOWNSHIP, MN, registered since 2024. The firm manages $172 million in assets, with $2 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Does KOOB WEALTH MANAGEMENT, LLC disclose its assets under management?
No. KOOB WEALTH MANAGEMENT, LLC does not publicly report AUM. Without SEC Form ADV or other regulatory filings in the public domain, the scale of capital overseen remains undisclosed.
Has KOOB WEALTH MANAGEMENT, LLC made any public deal or investment disclosures?
There are no known public disclosures of portfolio holdings, direct investments, or co-investments by KOOB WEALTH MANAGEMENT, LLC. The firm's investment strategy is not itemized in available sources.
Where is KOOB WEALTH MANAGEMENT, LLC headquartered?
The specific headquarters city and state are not confirmed by public records. The firm is registered as a US company, but no location details beyond that have been disclosed.
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