KOBO WEALTH CONSERVANCY, LLC
Legal name: KOBO WEALTH CONSERVANCY
CRD #143654 SEC #801-70128 HONOLULU, HI 808-546-1001
SEC Registered
Total AUM
$155.4M
Discretionary
$121.2M
Employees
3
Clients
0
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $155.4M | $121.2M | $34.2M | 3 | 1 |
| Feb 2025 | $155.4M | $121.2M | $34.2M | 3 | 1 |
| Oct 2024 | $136.9M | $114.7M | $22.2M | 4 | 0 |
| May 2024 | $136.9M | $114.7M | $22.2M | 4 | 0 |
| Mar 2024 | $136.9M | $114.7M | $22.2M | 3 | 0 |
| Dec 2023 | $120M | $97.5M | $22.5M | 3 | 1 |
| Mar 2023 | $120M | $97.5M | $22.5M | 2 | 1 |
| Feb 2022 | $143.4M | $126.8M | $16.6M | 2 | 0 |
| Mar 2021 | $125M | $108.3M | $16.6M | 2 | 0 |
| Jun 2020 | $114M | $100.6M | $13.4M | 2 | 0 |
| Apr 2020 | $114M | $100.6M | $13.4M | 2 | 0 |
| Mar 2020 | $114M | $100.6M | $13.4M | 2 | 0 |
| Mar 2020 | $114M | $100.6M | $13.4M | 2 | 0 |
| Jul 2019 | $105.3M | $90.5M | $14.8M | 2 | 0 |
| Jun 2019 | $105.3M | $90.5M | $14.8M | 2 | 0 |
| Mar 2019 | $105.3M | $90.5M | $14.8M | 2 | 0 |
| Mar 2018 | $112M | $97.2M | $14.8M | 2 | 0 |
| Mar 2017 | $103.1M | $81.9M | $21.2M | 2 | 26 |
| Apr 2016 | $91.7M | $71.4M | $20.3M | 2 | 26 |
| Mar 2016 | $91.7M | $71.4M | $20.3M | 2 | 26 |
| Jun 2015 | $97.2M | $84.6M | $12.7M | 3 | 26 |
| May 2015 | $97.2M | $84.6M | $12.7M | 3 | 26 |
| Mar 2015 | $97.2M | $84.6M | $12.7M | 3 | 26 |
| Mar 2015 | $97.2M | $84.6M | $12.7M | 3 | 26 |
| Jun 2014 | $90.8M | $67.7M | $23.1M | 2 | 26 |
| May 2014 | $92.6M | $92.6M | $0 | 2 | 26 |
| Mar 2014 | $92.6M | $92.6M | $0 | 2 | 26 |
| Mar 2013 | $108M | $103.6M | $4.4M | 3 | 26 |
| Jun 2012 | $92.9M | $87.9M | $4.9M | 1 | 26 |
| Jun 2012 | $92.9M | $87.9M | $4.9M | 1 | 26 |
| Mar 2012 | $92.9M | $87.9M | $4.9M | 1 | 26 |
| Nov 2011 | $74M | $52.5M | $21.5M | 1 | 26 |
| Mar 2011 | $47.6M | $47.6M | $0 | 5 | -- |
| Feb 2011 | $47.6M | $47.6M | $0 | 5 | -- |
| Jan 2010 | $26.2M | $26.2M | $0 | 5 | -- |
| Apr 2009 | $26.2M | $26.2M | $0 | 5 | -- |
DateMay 2025
Total AUM$155.4M
Discretionary$121.2M
Non-Disc.$34.2M
Employees3
Clients1
DateFeb 2025
Total AUM$155.4M
Discretionary$121.2M
Non-Disc.$34.2M
Employees3
Clients1
DateOct 2024
Total AUM$136.9M
Discretionary$114.7M
Non-Disc.$22.2M
Employees4
Clients0
DateMay 2024
Total AUM$136.9M
Discretionary$114.7M
Non-Disc.$22.2M
Employees4
Clients0
DateMar 2024
Total AUM$136.9M
Discretionary$114.7M
Non-Disc.$22.2M
Employees3
Clients0
DateDec 2023
Total AUM$120M
Discretionary$97.5M
Non-Disc.$22.5M
Employees3
Clients1
DateMar 2023
Total AUM$120M
Discretionary$97.5M
Non-Disc.$22.5M
Employees2
Clients1
DateFeb 2022
Total AUM$143.4M
Discretionary$126.8M
Non-Disc.$16.6M
Employees2
Clients0
DateMar 2021
Total AUM$125M
Discretionary$108.3M
Non-Disc.$16.6M
Employees2
Clients0
DateJun 2020
Total AUM$114M
Discretionary$100.6M
Non-Disc.$13.4M
Employees2
Clients0
DateApr 2020
Total AUM$114M
Discretionary$100.6M
Non-Disc.$13.4M
Employees2
Clients0
DateMar 2020
Total AUM$114M
Discretionary$100.6M
Non-Disc.$13.4M
Employees2
Clients0
DateMar 2020
Total AUM$114M
Discretionary$100.6M
Non-Disc.$13.4M
Employees2
Clients0
DateJul 2019
Total AUM$105.3M
Discretionary$90.5M
Non-Disc.$14.8M
Employees2
Clients0
DateJun 2019
Total AUM$105.3M
Discretionary$90.5M
Non-Disc.$14.8M
Employees2
Clients0
DateMar 2019
Total AUM$105.3M
Discretionary$90.5M
Non-Disc.$14.8M
Employees2
Clients0
DateMar 2018
Total AUM$112M
Discretionary$97.2M
Non-Disc.$14.8M
Employees2
Clients0
DateMar 2017
Total AUM$103.1M
Discretionary$81.9M
Non-Disc.$21.2M
Employees2
Clients26
DateApr 2016
Total AUM$91.7M
Discretionary$71.4M
Non-Disc.$20.3M
Employees2
Clients26
DateMar 2016
Total AUM$91.7M
Discretionary$71.4M
Non-Disc.$20.3M
Employees2
Clients26
DateJun 2015
Total AUM$97.2M
Discretionary$84.6M
Non-Disc.$12.7M
Employees3
Clients26
DateMay 2015
Total AUM$97.2M
Discretionary$84.6M
Non-Disc.$12.7M
Employees3
Clients26
DateMar 2015
Total AUM$97.2M
Discretionary$84.6M
Non-Disc.$12.7M
Employees3
Clients26
DateMar 2015
Total AUM$97.2M
Discretionary$84.6M
Non-Disc.$12.7M
Employees3
Clients26
DateJun 2014
Total AUM$90.8M
Discretionary$67.7M
Non-Disc.$23.1M
Employees2
Clients26
DateMay 2014
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$108M
Discretionary$103.6M
Non-Disc.$4.4M
Employees3
Clients26
DateJun 2012
Total AUM$92.9M
Discretionary$87.9M
Non-Disc.$4.9M
Employees1
Clients26
DateJun 2012
Total AUM$92.9M
Discretionary$87.9M
Non-Disc.$4.9M
Employees1
Clients26
DateMar 2012
Total AUM$92.9M
Discretionary$87.9M
Non-Disc.$4.9M
Employees1
Clients26
DateNov 2011
Total AUM$74M
Discretionary$52.5M
Non-Disc.$21.5M
Employees1
Clients26
DateMar 2011
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees5
Clients--