| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael F Souza Revocable Tr Control | Trust | Over 75% | 2017 |
| Michael Frederick Souza Control | Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer | Under 5% | 2018 |
| Tytan Wealth, Inc. Control | Managing Member | 10-25% | 2018 |
Koa Wealth Management, LLC reports $231.1 million in regulatory assets under management on its Form ADV.
Koa Wealth Management, LLC reports 6 employees.
Koa Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 760-602-6920 |
| Fax | 760-602-6499 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2022118 |
| Discloses disciplinary history | No |
| Discretionary | $219.8M |
| Non-discretionary | $11.3M |
| Total (RAUM) | $231.1M |