KOA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 297004). Regulatory assets under management: $254.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Michael Frederick Souza | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; OWNER; TRUSTEE | — |
| STROSS PAMELA JEAN | CHIEF COMPLIANCE OFFICER | — |
| FANELLI JULIE VIESON | TRUSTEE | — |
| SOUZA MICHAEL F | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SOUZA MICHAEL FREDERICK | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; OWNER; TRUSTEE | — |