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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2018
- Office Locations
- 2
Office Locations
About KOA Wealth Management, LLC
Koa Wealth Management is a San Diego-area registered investment adviser offering goals-based financial planning and portfolio management for driven professionals, business owners, and families, focused on protecting, growing, and transferring wealth across generations. The firm positions itself as a “personal CFO” and takes a process-driven, objective approach, with portfolios often implemented using ETFs and public funds and custody including Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Platform
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Owner & Executives
MICHAEL FREDERICK SOUZA
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4602740
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Arley Emmanuel Gonzalez
Financial Advisor
- CRD
- #6952863
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,988,927 | $377,312 |
| Non-Discretionary | $11,921,358 | $113,537 |
| Total | $254,910,285 | $340,334 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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