Koob Wealth Management, LLC
Koob Wealth Management, LLC is an SEC-registered wealth manager in White Bear Township, MN with $171.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Koob Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154830, SEC 801-130516, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $171.8M (2026-02-04)
- Firm type
- Wealth Manager
- Location
- White Bear Township, MN
- Employees
- 3
- Clients
- 133
- CRD
- 154830
- Ownership
- KOOB, LESLEE; KOOB, MICHAEL, PETER
How much AUM does Koob Wealth Management, LLC have?
Koob Wealth Management, LLC reported $171.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Koob Wealth Management, LLC?
Disclosed owners and executives of Koob Wealth Management, LLC include KOOB, LESLEE, KOOB, MICHAEL, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.