# KOOB WEALTH MANAGEMENT, LLC

KOOB WEALTH MANAGEMENT, LLC of WHITE BEAR TOWNSHIP, MN is an SEC-registered investment adviser.

## Registration

- CRD: 154830
- Type: SEC-registered investment adviser
- SEC file number: 801-130516
- Location: 4517 ALLENDALE DRIVE, WHITE BEAR TOWNSHIP, MN, 55127
- Phone: 651-330-4996
- Latest filing: 2026-02-04
- Regulatory AUM: $171.8M
- Discretionary AUM: $2.0M
- Non-discretionary AUM: $169.8M
- Clients: 3
- Accounts: 348

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Leslee Koob | MEMBER | — |
| Michael Peter Koob | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| KOOB LESLEE | MEMBER | — |
| KOOB MICHAEL PETER | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154830/similar
- Related entities: https://search.stillhousedata.com/firm/154830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154830

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.