Cobb Wealth Management, LLC
Cobb Wealth Management, LLC (CRD# 146147) is a financial advisory firm headquartered in Kansas City, MO. They manage $20,455,048 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cobb Wealth Management, LLC
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$329,920
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Cobb Wealth Management, LLC
1
Jeffrey Cobb (CRD# 2389105) is an Investment Advisor Representative working at Cobb Wealth Management, LLC in Overland Park, KS and has over 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.