Wealth Manager
    SEC Registered

    Kobo Wealth Conservancy

    Registered investment advisor · Honolulu, Hawaii · CRD #143654

    Assets Under Management
    $155M
    Client Accounts
    292
    Employees
    3
    CRD Number
    143654
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kobo Wealth Conservancy

    Kobo Wealth Conservancy is a SEC-registered investment advisory firm headquartered in Honolulu, Hawaii, managing approximately $155M in regulatory assets across 292 client accounts. The firm's full regulatory record is filed with the SEC under CRD #143654.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Kobo Wealth Conservancy's AUM?

    Kobo Wealth Conservancy reports approximately $155M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kobo Wealth Conservancy headquartered?

    Kobo Wealth Conservancy is headquartered in Honolulu, Hawaii.

    What is Kobo Wealth Conservancy's CRD number?

    Kobo Wealth Conservancy's CRD number is 143654. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kobo Wealth Conservancy manage?

    Kobo Wealth Conservancy manages approximately 292 client accounts according to its latest SEC filing.

    Is Kobo Wealth Conservancy SEC registered?

    Yes, Kobo Wealth Conservancy is registered with the SEC as an investment adviser.

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