Cobb Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,500,571
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Cobb Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning and consulting primarily to individual clients, including high‑net‑worth households. The firm documents client goals and risk tolerances to create tailored investment programs and also offers consultation on discrete topics such as retirement strategy, tax reduction, and estate preservation.
The firm’s investment work draws on fundamental and technical analysis and can include long‑ and short‑term positions, options strategies, margin trading, and both discretionary and non‑discretionary execution; accounts are monitored on an ongoing basis with at least annual reviews and reviews tied to material events. Compensation is delivered via a percentage‑of‑assets arrangement for portfolio management, and the firm also provides financial planning on an hourly basis — a billing approach that is less common among peers in the investment‑manager category.
Notably, the firm operates as a small, single‑adviser practice overseeing roughly $36.5 million in discretionary assets and does not impose a stated account minimum, combining portfolio management with standalone hourly planning engagements. It uses institutional custody and block trading practices, maintains a written Code of Ethics and professional liability insurance, and discloses that planning topics may include business‑related matters such as starting a business.
Client services
Expertise
Fee options
$200 per hour for financial planning and consulting
Minimum fee: $1,000 minimum annual fee, may be waived or reduced
Main office location
Cobb Wealth Management, LLC
1050 West Blue Ridge Blvd.
Kansas City MO 64145, United States
Number of offices
1
Most active in
Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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