SEC Form ADV · CIK 2022118

KOA WEALTH MANAGEMENT, LLC

Registered Investment Adviser
$254.9M
Assets Under Management
749
Total Clients
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Registration Details

CIK
2022118
Accession
CRD-297004
Filing Date
May 8, 2026
AUM
$254.9M
Total Clients
749
Amendment
No

About this Adviser

KOA WEALTH MANAGEMENT, LLC is a registered investment adviser, managing approximately $254.9M in assets across 749 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.