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| KOA Wealth Management LLC
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| CRD # | 297004 |
| SEC # | 801-118718 |
| CIK # | 0002022118 |
| AUM | 254.9 M (2026-05-08) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 760-602-6920 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002022118 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.4 | ||
| Alphabet Inc | 11.3 | ||
| Halozyme Therapeutics Inc | 7.4 | ||
| Amazon Com Inc | 4.4 | ||
| Danaher Corp /DE/ | 4.2 | ||
| Blackstone Group LP | 4.2 | ||
| Fair Isaac Corp | 4.0 | ||
| Visa Inc | 4.0 | ||
| Newmont Mining Corp /DE/ | 3.7 | ||
| American Tower Corp /MA/ | 3.2 | ||
| Philip Morris International Inc | 3.2 | ||
| CME Group Inc | 2.5 | ||
| Barrick Gold Corp | 2.5 | ||
| Home Depot Inc | 2.2 | ||
| Brookfield Asset Management Inc | 2.1 | ||
| Mastercard Inc | 1.9 | ||
| Thermo Fisher Scientific Inc | 1.9 | ||
| Intercontinentalexchange Group Inc | 1.8 | ||
| Microsoft Corp | 1.8 | ||
| Lowes Companies Inc | 1.7 | ||
| Copart Inc | 1.6 | ||
| Rexford Industrial Realty Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 49.6 |
| (b) Individuals (high net worth individuals) | 62 | 203.1 |
| (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 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 749 | 254.9 |
| By Discretionary | ||
| Discretionary | 644 | 243.0 |
| Non-Discretionary | 105 | 11.9 |
| Total | 749 | 254.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 250.2 | |
| Total | 749 | 254.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022118] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 83-0995287 |
| Comparable Firms | State | AUM |
|---|---|---|
|
International Private Wealth Advisors LLC
✚
|
CA | 255.3 M |
|
Sorenson Impact Advisory LLC
✚
|
UT | 255.1 M |
|
Secured Retirement Advisors LLC
✚
|
MN | 255.1 M |
|
Pathwise Wealth Partners LLC
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|
CA | 255.0 M |
|
Modern Capital Advisors LLC
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NC | 254.8 M |
|
Cap Partners LLC
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TN | 254.7 M |
|
Hartmann Taylor Wealth Management LLC
✚
|
TX | 254.6 M |
|
Blacktower Financial Management US LLC
✚
|
FL | 254.4 M |
|
Westpark Wealth Advisors Inc
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|
TX | 254.3 M |
|
Madrone Investment Advisory LLC
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|
CA | 254.3 M |