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| Cogentblue Wealth Advisors LLC
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|---|---|
| CRD # | 312899 |
| SEC # | 801-125745 |
| CIK # | 0002054047 |
| AUM | $566.0 M (2025-07-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 865-309-5892 |
| Address | 4533 Papermill Drive Knoxville, TN 37909 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.2 | ||
| Microsoft Corp | 2.9 | ||
| Apple Inc | 2.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.9 | ||
| TJX Companies Inc /DE/ | 1.6 | ||
| Camtek Ltd | 1.4 | ||
| Eaton Corp Ltd | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 31.2 |
| (b) Individuals (high net worth individuals) | 37 | 417.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 117.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 413 | 566.0 |
| By Discretionary | ||
| Discretionary | 413 | 566.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 413 | 566.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 564.6 | |
| Total | 413 | 566.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054047] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Single Point Partners LLC
✚
|
MA | 0.6 |
|
Atlas Brown Inc
✚
|
KY | 0.6 |
|
Lombard Advisers Incorporated
✚
|
MD | 0.6 |
|
Leverty Financial Group LLC
✚
|
WI | 0.6 |
|
Virtus ETF Advisers LLC
✚
|
CT | 0.6 |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 0.6 |
|
Buck Wealth Strategies LLC
✚
|
CO | 0.6 |
|
WICK Capital Partners LLC
✚
|
PA | 0.6 |
|
Fischer Financial Services Inc
✚
|
PA | 0.6 |
|
PASI Investments LLC
✚
|
CT | 0.6 |