KOA Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297004
- Registered since
- May 19, 2020
- Website
- koawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.66%
- Individuals19.44%
- Corporations / Businesses0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
KOA Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2020. The firm serves individual and family clients and is owned by a combination of a domestic entity and an individual. Advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. KOA charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds28%
- Private Funds15%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Michael Souza
Founder, CEO & CIOCRD 4602740
Contacts
1 of 1
Arley Gonzalez
Lead Financial PlannerCRD 6952863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$36.8M in ETFs
98%
$36M
0%
$811K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $10.1M | 100,322 | 27.41% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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