Michael F Souza Revocable Tr
TrustKoa Wealth Management, LLC
About Michael F Souza Revocable Tr
Michael F Souza Revocable Tr is listed as Trust at Koa Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Koa Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael F Souza Revocable Tr work?
Michael F Souza Revocable Tr is listed as Trust at Koa Wealth Management, LLC on SEC Form ADV.
How much of Koa Wealth Management, LLC does Michael F Souza Revocable Tr own?
Form ADV reports a beneficial ownership band of Over 75%.
Koa Wealth Management, LLC
| Title | Trust |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |