Assets Under Management
$231.1M
Number of Clients
161
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$115.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Koa Wealth Management provides financial planning, investment management (discretionary and non-discretionary), and retirement plan consulting services. Investment management includes mutual funds, ETFs, individual securities, and private placements. Financial planning covers business, cash flow, estate, investment, insurance, retirement, risk, charitable giving, distribution, and tax planning. Retirement plan consulting is offered to qualified employee benefit plans.
DE, United States