KOOB WEALTH MANAGEMENT, LLC

WHITE BEAR TOWNSHIP, Minnesota·2 registered advisors·CRD# 154830
SEC# 801-1305160651-330-4996
01

Firm Overview

AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KOOB WEALTH MANAGEMENT, LLC

2 registered advisors
Leslee Koob
WHITE BEAR TOWNSHIP, Minnesota
Michael Peter Koob
WHITE BEAR TOWNSHIP, Minnesota
05

Office Locations

WHITE BEAR TOWNSHIP, Minnesota
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KOOB WEALTH MANAGEMENT, LLC (CRD# 154830) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.