CRD: 154830
Koob Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท UBS
- Clients
- Retail
- Platforms
- --
- 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).
Reported data analysis
What the numbers show
Between September 9, 2025 and February 4, 2026, reported AUM increased 14.3%, from $150.3M to $171.8M.
Across 3 reported observations, AUM increased 36.5% between June 3, 2024 and February 4, 2026, from $125.8M to $171.8M.
Of the latest reported AUM, 1.2% is discretionary and 98.8% is non-discretionary.
The firm reports 2 advisory representatives and 133 clients, or 66.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LESLEE KOOB
Operations Manager
- CRD
- --
- Ownership
- 50% but less than 75%
MICHAEL PETER KOOB
Chief Compliance Officer, Managing Member, President & Owner
- CRD
- #2156408
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Koob Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.