Koa Wealth Management, Llc
- Regulatory AUM
- $255M
- Discretionary
- $243M
- Clients
- 160
- Avg AUM / client
- $1.6M
- Accounts
- 749
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 98 | $49.6M | 19.4% |
| High net worth individuals | 62 | $203M | 79.7% |
| Corporations and other businesses | Fewer than 5 clients | $2.3M | 0.9% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Frederick Souza | Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer | Jun 2018 (8y) | ≈ 7.5% – 25% via Tytan Wealth, Inc. | |
| Arley Emmanuel Gonzalez | Registered representative | CFP | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Michael F Souza Revocable Tr | Trust | Mar 2017 | A | 75% or more |
| Tytan Wealth, Inc. | Managing Member | Jun 2018 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Frederick Souza: 75% – 100% of Tytan Wealth, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $255M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗