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KOOB WEALTH MANAGEMENT, LLC

WHITE BEAR TOWNSHIP, MN · CRD 154830 · IAPD ↗ · koobwealthmanagement.com · 651-330-4996

$171.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2024 — KOOB WEALTH MANAGEMENT, LLC (WHITE BEAR TOWNSHIP, MN) is newly SEC-registered with $125.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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