CRD: 154830
Koob Wealth Management, LLC
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- Custodian
- LPL Financial ยท UBS
- Clients
- Retail
- Platforms
- Focus waveAlpha harbor
- Established Date
- 08-01-2010
- Office Locations
- 1
Office Locations
About Koob Wealth Management, LLC
Koob Wealth Management is a Minnesota-based retail advisory firm providing goals-based financial planning and ongoing portfolio management. The team builds tailored investment strategies, implements and monitors portfolios, and delivers performance reporting with quarterly planning reviews. Client work spans wealth accumulation, preservation, and transition needs, including planning areas like tax, estate, and insurance. Portfolios commonly use public funds and ETFs (via LPL Financial).
Team overview
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Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
LESLEE KOOB
Operations Manager
- CRD
- --
- Ownership
- 50% but less than 75%
MICHAEL PETER KOOB
Chief Compliance Officer, Managing Member
- CRD
- #2156408
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,022,960 | $2,022,960 |
| Non-Discretionary | $169,758,549 | $489,218 |
| Total | $171,781,509 | $493,625 |
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Separately Managed Accounts
Total SMA Asset: $171,781,509
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,011,668,715 | 19.7% |
| Equity - Exchange | $1,879,546,953 | 36.6% |
| Cash | $2,244,158,520 | 43.7% |
| Total | $5,135,374,188 | 100.0% |