← Tributary

KOBO WEALTH CONSERVANCY

HONOLULU, HI · CRD 143654 · IAPD ↗ · kobowealth.com · 808-546-1001

$155.4MRegulatory AUM
2Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — KOBO WEALTH CONSERVANCY (HONOLULU, HI) left the SEC roster (was $155.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.