Arley Emmanuel Gonzalez
Investment adviser representative at Koa Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$254.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Koa Wealth Management, LLCJun 2024 to now
- Blankinship & Foster LLCMar 2020 to Jun 2024
- Premier Wealth AdvisorsMay 2018 to Jun 2019
- College/universityAug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Koa Wealth Management, LLC
$254.9MAssets managed
160Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6952863
- Firm CRD
- 297004