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| Keyboard |
| Koob Wealth Management LLC
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|---|---|
| CRD # | 154830 |
| SEC # | 801-130516 |
| CIK # | |
| AUM | 171.8 M (2026-02-04) |
| 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) | 62 | 16.6 |
| (b) Individuals (high net worth individuals) | 71 | 155.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 171.8 |
| By Discretionary | ||
| Discretionary | 1 | 2.0 |
| Non-Discretionary | 347 | 169.8 |
| Total | 348 | 171.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.8 | |
| Total | 348 | 171.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Planvest Financial Inc
✚
|
MD | 175.9 M |
|
La Crosse Financial Planning Inc
✚
|
WI | 175.7 M |
|
Family Legacy Financial Solutions LLC
✚
|
NC | 174.5 M |
|
Jaykay Wealth Advisors Inc
✚
|
TX | 173.8 M |
|
Yanni & Associates Investment Advisors LLC
✚
|
PA | 172.7 M |
|
Chartist Inc
✚
|
CA | 169.7 M |
|
Ark Royal Wealth Management LLC
✚
|
NC | 169.3 M |
|
Private Harbour Investment Management & Counsel LLC
✚
|
169.2 M | |
|
Meyer Gates Financial Advisors Inc
✚
|
OH | 168.7 M |
|
Dipaolo Financial Group Inc
✚
|
FL | 168.0 M |