Overview
Assets Under Management: $155 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
KOBO WEALTH CONSERVANCY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143654), KOBO WEALTH CONSERVANCY, LLC is subject to fiduciary duty under federal law.
KOBO WEALTH CONSERVANCY, LLC is headquartered in HONOLULU, HI.
KOBO WEALTH CONSERVANCY, LLC serves 30 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, KOBO WEALTH CONSERVANCY, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KOBO WEALTH CONSERVANCY, LLC manages $155 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, KOBO WEALTH CONSERVANCY, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.53
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 292
Discretionary Accounts: 270
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 143654
Last Filing Date: 2025-02-11 00:00:00
Website: https://kobowealth.com