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Michael F Souza Revocable Tr

TrustKoa Wealth Management, LLC

About Michael F Souza Revocable Tr

Michael F Souza Revocable Tr is listed as Trust at Koa Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Koa Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael F Souza Revocable Tr work?

Michael F Souza Revocable Tr is listed as Trust at Koa Wealth Management, LLC on SEC Form ADV.

How much of Koa Wealth Management, LLC does Michael F Souza Revocable Tr own?

Form ADV reports a beneficial ownership band of Over 75%.

Koa Wealth Management, LLC

TitleTrust
OwnershipOver 75%
Control personYes
Since2017