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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Koob Wealth Management LLC
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|---|---|
| CRD # | 154830 |
| SEC # | 801-130516 |
| CIK # | |
| AUM | $150.3 M (2025-07-10) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 651-330-4996 |
| Address | 4517 Allendale Drive White Bear Township, MN 55127 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 14.3 |
| (b) Individuals (high net worth individuals) | 68 | 136.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 150.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 320 | 150.3 |
| Total | 320 | 150.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.3 | |
| Total | 320 | 150.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Farris Capital Management Inc
✚
|
TX | 0.2 |
|
Sandy Morris Financial & Estate Planning Services LLC
✚
|
FL | 0.2 |
|
Meyer Gates Financial Advisors Inc
✚
|
OH | 0.2 |
|
IMG Wealth Management Inc
✚
|
FL | 0.2 |
|
Del-Sette Capital Management LLC
✚
|
0.1 | |
|
Welch Financial Planning LLC
✚
|
CO | 0.1 |
|
ENR Asset Management Incorporated
✚
|
0.1 | |
|
Hanke & Apolonio Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Moore Wealth LLC
✚
|
MD | 0.1 |
|
Semitam Bonam LLC
✚
|
NY | 0.1 |