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| Keyboard |
| Cogent Private Wealth Inc
✚
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|
|---|---|
| CRD # | 319092 |
| SEC # | 801-132819 |
| CIK # | 0002078392 |
| AUM | 250.3 M (2026-03-24) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-887-4965 |
| Address | 420 S Orange Ave Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.2 | ||
| SPDR Gold Trust | 3.6 | ||
| Apple Inc | 2.8 | ||
| Nvidia Corp | 2.6 | ||
| Tesla Motors Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 23.7 |
| (b) Individuals (high net worth individuals) | 47 | 166.8 |
| (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 | 14 | 32.7 |
| (h) Charitable organizations | 6 | 8.0 |
| (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 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 250.3 |
| By Discretionary | ||
| Discretionary | 249 | 219.6 |
| Non-Discretionary | 15 | 30.6 |
| Total | 264 | 250.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.3 | |
| Total | 264 | 250.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002078392] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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