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Cobb Wealth Management, LLC (Kansas City)


Cobb Wealth Management, LLC is an adviser based in Kansas City. It manages $17.98 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Kansas and Missouri.




Cobb Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cobb Wealth Management: assets under management

The assets under management (AUM) of Cobb Wealth Management, LLC is $17.98 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.86 million in discretionary accounts and $7.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.19 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cobb Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kansas City

The principal office where Cobb Wealth Management, LLC performs its advisory services is located at 1050 West Blue Ridge Blvd., Kansas City, MO 64145, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-906-7777 or by fax 913-498-1898. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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