# Cobb Wealth Management, LLC

> Cobb Wealth Management, LLC is a state-registered investment advisory firm in Kansas City, MO, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 146147
- Filed as: COBB WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146147
- AdvisorCensus page: https://advisorcensus.com/firm/cobb-wealth-management-llc-kansas-city-mo-146147

## Quick answers

**How is Cobb Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cobb Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cobb Wealth Management, LLC located?**
Cobb Wealth Management, LLC's principal office is in Kansas City, MO, according to its Form ADV.

**Is Cobb Wealth Management, LLC registered with the SEC or a state?**
Cobb Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 146147.

**How much does Cobb Wealth Management, LLC manage?**
Cobb Wealth Management, LLC reports $36,500,571 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**Does Cobb Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146147

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $36,500,571
- Discretionary: $36,500,571
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $4,711,421 |
| High net worth individuals | Fewer than 5 | $31,789,150 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cobbwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cobb Wealth Management, LLC (CRD 146147): Form ADV filing data as of October 2026.