Koa Wealth Management, LLC
Koa Wealth Management, LLC is an SEC-registered wealth manager with $254.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Koa Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297004, SEC 801-118718, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $254.9M (2026-05-08)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 160
- CRD
- 297004
- Ownership
- SOUZA, MICHAEL, FREDERICK; MICHAEL F SOUZA REVOCABLE TR; TYTAN WEALTH, INC.; SOUZA, MICHAEL, F; SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16
How much AUM does Koa Wealth Management, LLC have?
Koa Wealth Management, LLC reported $254.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Koa Wealth Management, LLC?
Disclosed owners and executives of Koa Wealth Management, LLC include SOUZA, MICHAEL, FREDERICK, MICHAEL F SOUZA REVOCABLE TR, TYTAN WEALTH, INC., SOUZA, MICHAEL, F, SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.