KOOB WEALTH MANAGEMENT, LLC

Overview

Koob Wealth Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and produces client-facing publications. Its fee model includes both a percentage-of-assets arrangement and fixed fees. Koob registered with the SEC in 2024 and positions itself as an adviser that largely implements advice through client-directed vehicles rather than broad discretionary mandates. The firm maintains an affiliation with an insurance company and uses insurance products in client solutions. Koob reports it is not an active ESG investor and is not a multi-state adviser for regulatory purposes.

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