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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOOB, LESLEE | I | MEMBER | D | Control |
| KOOB, LESLEE | I | MEMBER | D | Control |
| KOOB, LESLEE | I | MEMBER | D | Control |
| KOOB, LESLEE | I | MEMBER | D | Control |
| KOOB, LESLEE | I | MEMBER | D | Control |
| KOOB, LESLEE | I | MEMBER | D | Control |
| KOOB, LESLEE | I | MEMBER | D | Control |
| KOOB, MICHAEL, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KOOB, MICHAEL, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KOOB, MICHAEL, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KOOB, MICHAEL, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KOOB, MICHAEL, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KOOB, MICHAEL, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KOOB, MICHAEL, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (1)
MN
Address
4517 ALLENDALE DRIVEWHITE BEAR TOWNSHIP, MN 55127
United States
Phone: 651-330-4996