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Building 2KOA WEALTH MANAGEMENT, LLC

Map pin
Phone760-602-6920
NotebookSEC #801-118718
Total AUM
$254.9M
Employees
6
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
760-602-6920
Other Offices
1

ReceiptFinancials

Total AUM
$254.9M
Accounts
749
Discretionary
$243M
Accounts
644
Non-Discretionary
$11.9M
Accounts
105

ContactClients

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Individual Clients
98
AUM
$49.6M
HNW Individual Clients
62
AUM
$203.1M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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