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Koa Wealth Management, LLC
KOA Wealth Management, LLC is a registered investment adviser headquartered in San Diego, California. The firm manages investment portfolios and offers financial planning primarily for individual clients, including high-net-worth individuals. As of July 2025, KOA Wealth Management oversees approximately $231 million in assets and employs 6 people. The firm’s approach centers on providing clients with personalized 'personal CFO' services, helping them navigate wealth protection, growth, and transfer for generational financial strength. KOA Wealth Management emphasizes deliberate, process-driven planning and objective advice tailored to each client’s unique goals and values. The company’s name, derived from the Hawaiian term for 'Brave,' reflects its commitment to integrity and transparency in client relationships.
Investment Strategy
KOA Wealth Management pursues a process-driven, individualized approach to managing client portfolios. The firm helps clients articulate their goals and values to create strong financial plans designed to protect, grow, and transfer wealth across generations. Investment portfolios are tailored, with a focus on both risk management and capital appreciation. KOA Wealth prioritizes honest and objective advice, even when it requires challenging conversations, aiming to ensure clients are confident in their long-term financial strategy. Their client base is predominantly individuals and high-net-worth families, seeking both bespoke planning and prudent investment management.
Latest 13F Filing Activity
Koa Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $126M. The fund increased holdings in Barrick MNG Corp., Fair Isaac Corp., Pepsico Inc. among other positions. Koa Wealth Management, LLC reduced exposure to Ishares TR, Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 15.05% | $19.0M | 39,022 | $357.39 | $485.77 | -$1.7M | |
A AAPL | APPLE INC | 10.07% | $12.7M | 61,796 | $192.44 | $205.17 | -$1.1M |
| ALPHABET INC | 5.18% | $6.5M | 36,995 | $139.80 | $176.23 | +$798.6K | |
S SGOV | ISHARES TR | 4.82% | $6.1M | 60,287 | $100.29 | $100.69 | -$27.6K |
S SHY | ISHARES TR | 4.06% | $5.1M | 61,671 | $82.01 | $82.86 | +$300.5K |
Industry Allocation
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