Koob Wealth Management, LLC
● SEC registered since 2024CRD 154830SEC# 801-130516White Bear Township, MN
Reg. AUM
$171.8M
Employees
3
Accounts
348
Location
White Bear Township, MN
Koob Wealth Management, LLC assets under management
Koob Wealth Management, LLC operates as an SEC-registered investment adviser based in White Bear Township, MN. The firm has been registered since 2024. It reports $171.8 million in regulatory assets under management and employs 3 people.
Koob Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslee Koob Control | Member | 50-75% | 2010 |
| Michael Peter Koob Control | Managing Member, Chief Compliance Officer | 50-75% | 2010 |
Frequently asked questions
How much does Koob Wealth Management, LLC manage?
Koob Wealth Management, LLC reports $171.8 million in regulatory assets under management on its Form ADV.
How many employees does Koob Wealth Management, LLC have?
Koob Wealth Management, LLC reports 3 employees.
Where is Koob Wealth Management, LLC located?
Koob Wealth Management, LLC is based in White Bear Township, MN and has been SEC-registered since 2024.
Does Koob Wealth Management, LLC disclose fund performance?
Koob Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4517 Allendale Drive, White Bear Township, MN 55127 |
| Phone | 651-330-4996 |
| Fax | 651-797-2796 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.8M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$171.8Mregulatory AUM
Discretionary $2MNon-discretionary $169.8M