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KOOB WEALTH MANAGEMENT, LLC
CRD 154830File 801-130516
APPROVED
Retail clients
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$171.8M
Bottom 25% of cohort (national)
Discretionary AUM
$2.0M
Non-discretionary $169.8M
Clients
133
348 accounts
Employees
3
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 21, 2024
- Principal office
- 4517 ALLENDALE DRIVE, WHITE BEAR TOWNSHIP, MN, 55127
- Phone
- 651-330-4996
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.8M
- Discretionary AUM
- $2.0M
- Non-discretionary AUM
- $169.8M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 347
- Total accounts
- 348
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $155.2M |
| Individuals (other than high net worth individuals) | 62 | $16.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.