KOOB WEALTH MANAGEMENT, LLC

KOOB WEALTH MANAGEMENT, LLC is an RIA providing wealth management and family office services to high-net-worth clients, with limited public disclosures.

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 assets, with $2 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is KOOB WEALTH MANAGEMENT, LLC a single-family office or multi-family office?

Based on its RIA registration and name, KOOB WEALTH MANAGEMENT, LLC is structured as a multi-family office, serving multiple wealthy families rather than a single source of capital. The firm does not publicly disclose operational details, so the exact number of clients served is unknown.

What services does KOOB WEALTH MANAGEMENT, LLC offer?

KOOB WEALTH MANAGEMENT, LLC provides financial planning, investment portfolio management, and family office advisory services to high-net-worth individuals. As an RIA, the firm is held to a fiduciary standard when managing client assets.

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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