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Michael Frederick Souza

Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance OfficerKoa Wealth Management, LLCCRD 4602740

About Michael Frederick Souza

Michael Frederick Souza is listed as Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer at Koa Wealth Management, LLC. Form ADV reports a beneficial ownership band of Under 5%. Michael Frederick Souza is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Koa Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Frederick Souza work?

Michael Frederick Souza is listed as Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer at Koa Wealth Management, LLC on SEC Form ADV.

How much of Koa Wealth Management, LLC does Michael Frederick Souza own?

Form ADV reports a beneficial ownership band of Under 5%.

Koa Wealth Management, LLC

TitleMember, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018

Koa Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2018

Koa Wealth Management, LLC

TitleTrustee
OwnershipOver 75%
Control personYes
Since2017