| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslee Koob Control | Member | 50-75% | 2010 |
| Michael Peter Koob Control | Managing Member, Chief Compliance Officer | 50-75% | 2010 |
Koob Wealth Management, LLC reports $150.3 million in regulatory assets under management on its Form ADV.
Koob Wealth Management, LLC reports 3 employees.
Koob Wealth Management, LLC is based in White Bear Township, MN and has been SEC-registered since 2024.
Koob Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4517 Allendale Drive, White Bear Township, MN 55127 |
| Phone | 651-330-4996 |
| Fax | 651-797-2796 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $150.3M |
| Total (RAUM) | $150.3M |