KOOB WEALTH MANAGEMENT, LLC
CRD #154830 SEC #801-130516 WHITE BEAR TOWNSHIP, MN 651-330-4996
SEC Registered
Total AUM
$150.3M
Discretionary
$0
Employees
3
Clients
0
Accounts
320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $150.3M | $0 | $150.3M | 3 | 0 |
| Jul 2025 | $150.3M | $0 | $150.3M | 3 | 0 |
| Jan 2025 | $150.3M | $0 | $150.3M | 3 | 0 |
| Jan 2025 | $150.3M | $0 | $150.3M | 3 | 0 |
| Jun 2024 | $125.8M | $0 | $125.8M | 2 | 0 |
| May 2024 | $125.8M | $0 | $125.8M | 2 | 0 |
| May 2024 | $125.8M | $0 | $125.8M | 2 | 0 |
DateSep 2025
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees3
Clients0
DateJul 2025
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees3
Clients0
DateJan 2025
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees3
Clients0
DateJan 2025
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees3
Clients0
DateJun 2024
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees2
Clients0
DateMay 2024
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees2
Clients0
DateMay 2024
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees2
Clients0