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Building 2COBB WEALTH MANAGEMENT, LLC

Map pinKANSAS CITY, MO
Phone913-906-7777
NotebookSEC #801-68796
Total AUM
$18M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1050 WEST BLUE RIDGE BLVD.
KANSAS CITY
MO 64145
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
913-906-7777

ReceiptFinancials

Total AUM
$18M
Accounts
95
Discretionary
$10.9M
Accounts
89
Non-Discretionary
$7.1M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMO

HandshakeAffiliates

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

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