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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cogent Private Wealth Inc
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|---|---|
| CRD # | 319092 |
| SEC # | 801-132819 |
| CIK # | |
| AUM | $141.5 M (2025-04-18) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 407-887-4965 |
| Address | 420 S Orange Ave Orlando, FL 32801 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 9.5 |
| (b) Individuals (high net worth individuals) | 26 | 77.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 25.5 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 27.0 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 141.5 |
| By Discretionary | ||
| Discretionary | 101 | 104.9 |
| Non-Discretionary | 56 | 36.6 |
| Total | 157 | 141.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.5 | |
| Total | 157 | 141.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
One Resource Group Wealth Management LLC
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|
OH | 0.1 |
|
Value Investment Professionals LLC
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NY | 0.1 |
|
Greenberg Gary Louis
✚
|
MN | 0.1 |
|
Wacker & Associates Inc
✚
|
MN | 0.1 |
|
Ridgeline Wealth Advisors LLC
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|
NC | 0.1 |
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Scratch Capital LLC
✚
|
ID | 0.1 |
|
Water Valley Investment Advisors Inc
✚
|
TX | 0.1 |
|
Monetary Solutions Ltd
✚
|
OH | 0.1 |