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KOA WEALTH MANAGEMENT, LLC
CRD 297004 · SEC 801-118718
AZ, United States
Phone
760-602-6920
Fax
760-602-6499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.9M
Discretionary AUM
$243.0M
Team
6 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $49.6M |
| High net worth individuals | 62 | $203.1M |
States served
AZ, CA, CO, WA, TX
All web addresses on file
Official SEC filing: View on IAPD