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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| KOBO Wealth Conservancy LLC
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|---|---|
| CRD # | 143654 |
| SEC # | 801-70128 |
| CIK # | |
| AUM | $155.4 M (2025-05-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 808-546-1001 |
| Address | 1003 Bishop Street Suite 1820 Honolulu, HI 96813 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 17.2 |
| (b) Individuals (high net worth individuals) | 30 | 115.8 |
| (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 | 8 | 17.7 |
| (h) Charitable organizations | 5 | 4.7 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 155.4 |
| By Discretionary | ||
| Discretionary | 270 | 121.2 |
| Non-Discretionary | 22 | 34.2 |
| Total | 292 | 155.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.4 | |
| Total | 292 | 155.4 |
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|---|---|---|
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✚
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NV | 0.2 |
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LA | 0.2 |
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CT | 0.2 |
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TX | 0.2 |
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WA | 0.2 |
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Delaware Avenue Wealth Planners LLC
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DE | 0.2 |
|
Spinosa Wealth Management Group LLC
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LA | 0.2 |
|
First Mason Financial LLC
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OH | 0.2 |
|
The Heaton Hoppes Group LLC
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IA | 0.2 |