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Koa Wealth Management Logo
Koa Wealth Management CB Rank
1869625
Heat Score
46
Koa Wealth Management is an investment advisor that specializes in the process-driven approach to managing wealth.
Founded
obfuscation
Private Encinitas, California, United States1-10 koawealth.com
Advice
Finance
Financial Services
Overview

Koa Wealth Management
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Koa Wealth Management

CB Rank
1869625
Koa Wealth Management is an investment advisor that specializes in the process-driven approach to managing wealth.
Founded
obfuscation
Private Encinitas, California, United States1-10 koawealth.com
Advice
Finance
Financial Services

Key People

Details

Legal Name Koa Wealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Michael Souza
Phone Number 1 760-602-6920
Contact Email Info@KoaWealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Public Equities Investment Management
Management of client portfolios focused on selected public equity stocks based on durability and pricing power.
Private Equity Investment
Investment in private companies primarily through secondary market transactions to access private equity assets with reduced risk and increased transparency.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

29

IT Spend

$104.8KThis year, Koa Wealth Management is projected to spend $104.8K on IT, according to Aberdeen.

Active Website Tech Count

27Koa Wealth Management is actively using 27 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Koa Wealth Management's headquarters? Koa Wealth Management is located in Encinitas, California, United States.Who are Koa Wealth Management's competitors? Alternatives and possible competitors to Koa Wealth Management may include Sands Capital Ventures, Berkshire Partners, and  Novapoint Capital.
Who We Are
What We Do
Helpful Links
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