COBB WEALTH MANAGEMENT, LLC
CRD #146147 SEC #801-68796 KANSAS CITY, MO 913-906-7777
SEC Registered
Total AUM
$18M
Discretionary
$10.9M
Employees
1
Clients
1
Accounts
95
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $18M | $10.9M | $7.1M | 1 | 26 |
| Jun 2012 | $18M | $10.9M | $7.1M | 1 | 26 |
| Apr 2012 | $18M | $10.9M | $7.1M | 1 | 26 |
| Jan 2012 | $18M | $10.9M | $7.1M | 1 | 26 |
| Jul 2011 | $26M | $17.4M | $8.6M | 5 | -- |
| Jul 2009 | $27.4M | $17.6M | $9.8M | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
DateJul 2012
Total AUM$18M
Discretionary$10.9M
Non-Disc.$7.1M
Employees1
Clients26
DateJun 2012
Total AUM$18M
Discretionary$10.9M
Non-Disc.$7.1M
Employees1
Clients26
DateApr 2012
Total AUM$18M
Discretionary$10.9M
Non-Disc.$7.1M
Employees1
Clients26
DateJan 2012
Total AUM$18M
Discretionary$10.9M
Non-Disc.$7.1M
Employees1
Clients26
DateJul 2011
Total AUM$26M
Discretionary$17.4M
Non-Disc.$8.6M
Employees5
Clients--
DateJul 2009
Total AUM$27.4M
Discretionary$17.6M
Non-Disc.$9.8M
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--