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KOOB WEALTH MANAGEMENT, LLC
CRD 154830 · SEC 801-130516
4517 ALLENDALE DRIVE, WHITE BEAR TOWNSHIP, MN, 55127, United States
Phone
651-330-4996
Fax
651-797-2796
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.8M
Discretionary AUM
$2.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $16.6M |
| High net worth individuals | 71 | $155.2M |
States served
MN
All web addresses on file
Official SEC filing: View on IAPD