Cogent Strategic Wealth LLC

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Assets, Funds, Holdings

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Cogent Strategic Wealth LLC
CRD #152715
SEC #801-110446
CIK #
AUM $250.1 MM (2024-03-20)
Employees 4 (50% Investors, 0% Brokers)
Phone312-382-8388
Address77 West Wacker Drive
Chicago, IL 60601
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 36 10.6
(b) Individuals (high net worth individuals) 62 239.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 424 250.1
By Discretionary
Discretionary 424 250.1
Non-Discretionary 0 0.0
Total 424 250.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 250.1
Total 424 250.1
Comparable Firms State AUM ($BB)
Tidemark LLC
CA 0.3
Kensington Investment Counsel LLC
CA 0.3
Trademark Financial Management LLC
MN 0.3
Lee Johnson Capital Management LLC
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HFG Advisors Inc
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The Retirement GUYS Formula LLC
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Vaughan and Company Securities Inc
NJ 0.2
Fai Advisors Inc
MI 0.2
Royal Oak Financial Advisors LLC
MI 0.2
Three Seasons Wealth
UT 0.2
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