KOA Wealth Management LLC

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KOA Wealth Management LLC
CRD #297004
SEC #801-118718
CIK #
AUM $151.1 MM (66% Disc, 100% US, 2021-03-17)
Employees 3 (100% Investors, 33% Brokers)
Phone760-602-6920
Address11260 El Camino Real
San Diego, CA 92130
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
16012896643202009201320172022
Comparable Firms State AUM ($BB)
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Melone Private Wealth LLC
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Meadowbrook Investment Advisors LLC
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Prometheus Capital Management Corp
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Milestones Private Investment Advisors LLC
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Southern Capital Services Inc
AL 0.2
Redwood Financial Network Corp
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