COBB WEALTH MANAGEMENT, LLC

Overview

Cobb Wealth Management, LLC is a small, individual-owned advisory firm organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs discretionary portfolios and emphasizes equity exposure as its primary allocation preference. Cobb Wealth operates under a fee structure that combines a percentage of assets under management with the option for hourly charges, and it does not identify as an active ESG investor. Portfolios appear to be built around separately managed accounts and exchange-traded equities as core holdings, with mutual funds used where appropriate for diversification or niche exposure. Cobb Wealth relies on third-party managers for select alternative exposure in real estate rather than managing alternatives in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices