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| KOA Wealth Management LLC
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|---|---|
| CRD # | 297004 |
| SEC # | 801-118718 |
| CIK # | 0002022118 |
| AUM | $231.1 M (2025-07-24) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 760-602-6920 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.7 | ||
| Alphabet Inc | 6.5 | ||
| Halozyme Therapeutics Inc | 4.7 | ||
| Danaher Corp /DE/ | 3.9 | ||
| Amazon Com Inc | 3.8 | ||
| Innovative Industrial Properties Inc | 3.8 | ||
| VISA Inc | 3.3 | ||
| American Tower Corp /MA/ | 3.3 | ||
| Fair Isaac Corp | 3.2 | ||
| Philip Morris International Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 41.5 |
| (b) Individuals (high net worth individuals) | 65 | 189.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 744 | 231.1 |
| By Discretionary | ||
| Discretionary | 634 | 219.8 |
| Non-Discretionary | 110 | 11.3 |
| Total | 744 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 227.0 | |
| Total | 744 | 231.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022118] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Impactfolio LLC
✚
|
CO | 0.2 |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
DB & C Advisors LLC
✚
|
MI | 0.2 |
|
Ryan & Hoppe Investment Management LLC
✚
|
MN | 0.2 |
|
Iwealth Financial LLC
✚
|
MN | 0.2 |