Michael Frederick Souza
Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance OfficerKoa Wealth Management, LLCCRD 4602740
About Michael Frederick Souza
Michael Frederick Souza is listed as Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer at Koa Wealth Management, LLC. Form ADV reports a beneficial ownership band of Under 5%. Michael Frederick Souza is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Koa Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Frederick Souza work?
Michael Frederick Souza is listed as Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer at Koa Wealth Management, LLC on SEC Form ADV.
How much of Koa Wealth Management, LLC does Michael Frederick Souza own?
Form ADV reports a beneficial ownership band of Under 5%.
Koa Wealth Management, LLC
| Title | Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Koa Wealth Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |
Koa Wealth Management, LLC
| Title | Trustee |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |