Koa Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 24, 2026, reports $255M in regulatory assets under management, 6 employees, 1 office, and 749 accounts.
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
98
2
HNWI
38.8%
62
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$255Mas of February 24, 2026
Discretionary95.3%
$243M
95% of total RAUM95.3%
Non-discretionary4.7%
$12M
5% of total RAUM4.7%
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$255M
Total Accounts749
10Y AUM Change+$255M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change+3 (+100.0%)
* 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.