Koa Wealth Management, LLC
● SEC registered since 2020CRD 297004SEC# 801-118718
Reg. AUM
$254.9M
Employees
6
Accounts
749
Location
—
Koa Wealth Management, LLC assets under management
Koa Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $254.9 million in regulatory assets under management and employs 6 people.
Koa Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael F Souza Revocable Tr Control | Trust | Over 75% | 2017 |
| Michael Frederick Souza Control | Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer | Under 5% | 2018 |
| Tytan Wealth, Inc. Control | Managing Member | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Koa Wealth Management, LLC manage?
Koa Wealth Management, LLC reports $254.9 million in regulatory assets under management on its Form ADV.
How many employees does Koa Wealth Management, LLC have?
Koa Wealth Management, LLC reports 6 employees.
Does Koa Wealth Management, LLC disclose fund performance?
Koa Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 760-602-6920 |
| Fax | 760-602-6499 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2022118 |
| Discloses disciplinary history | No |
Regulatory AUM
$254.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$254.9Mregulatory AUM
Discretionary $243MNon-discretionary $11.9M