Investment adviser · CRD 146147

COBB WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

KANSAS CITY, MO, United States · Form ADV filed Jul 2, 2012

Regulatory AUM
$18M
Form ADV · Item 5.F
Client accounts
95
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 2, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1050 WEST BLUE RIDGE BLVD.
KANSAS CITY, MO, 64145, United States

CRD 146147

Filing source

Form ADV 657654 · Jul 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.