WHITE BEAR TOWNSHIP, MNCRD 154830Latest ADV February 4, 2026
Koob Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in White Bear Township, MN. Its latest Form ADV filing, dated February 4, 2026, reports $172M in regulatory assets under management, 3 employees, and 348 accounts.
Assets Under Management
$172M
Employees
3
Offices
--
Total Clients
133
Primary office
WHITE BEAR TOWNSHIP, MN
4517 ALLENDALE DRIVE, WHITE BEAR TOWNSHIP, MN, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.4% of total clients.
Top client categories% of clientsClients
1
HNWI
53.4%
71
2
Individuals
46.6%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of February 4, 2026
Discretionary1.2%
$2M
1% of total RAUM1.2%
Non-discretionary98.8%
$170M
99% of total RAUM98.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$172M
Total Accounts348
10Y AUM Change+$46M (+36.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.