RIA Intel›Advisers›KOA WEALTH MANAGEMENT, LLC

KOA WEALTH MANAGEMENT, LLC

Advisory

N·

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$255M
1-Year AUM Growth
+18.1%
3-Year CAGR
+12.1%
Employees
2
Assets Under Management
Total AUM$255M
Discretionary AUM$243M
Non-Discretionary AUM$12M
Discretionary %95.3%
Total Clients161
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingMay 11, 2018
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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