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| Cogentblue Wealth Advisors LLC
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|---|---|
| CRD # | 312899 |
| SEC # | 801-125745 |
| CIK # | 0002054047 |
| AUM | $606.0 M (2026-05-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 865-309-5892 |
| Address | 4533 Papermill Drive Knoxville, TN 37909 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.0 | ||
| Apple Inc | 3.9 | ||
| Camtek Ltd | 2.4 | ||
| TJX Companies Inc /DE/ | 2.0 | ||
| Microsoft Corp | 1.6 | ||
| Advanced Semiconductor Engineering Inc | 1.2 | ||
| ASML Holding NV | 1.2 | ||
| Micron Technology Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 33.5 |
| (b) Individuals (high net worth individuals) | 44 | 440.1 |
| (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 | 3 | 132.0 |
| (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 | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 606.0 |
| By Discretionary | ||
| Discretionary | 417 | 605.3 |
| Non-Discretionary | 1 | 0.7 |
| Total | 418 | 606.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 606.0 | |
| Total | 418 | 606.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054047] |
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|---|---|---|
|
Rose Capital Advisors LLC
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|
FL | 0.6 |
|
Beacon Harbor Wealth Advisors Inc
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|
VA | 0.6 |
|
Gradient Securities LLC
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|
MN | 0.6 |
|
The Enterprise Investment Company
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MI | 0.6 |
|
Prostatis Group LLC
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MD | 0.6 |
|
TLWM LLC
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TX | 0.6 |
|
MFA Wealth Advisors LLC
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|
PA | 0.6 |
|
Atlas Brown Inc
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|
KY | 0.6 |
|
Fairvoy Private Wealth LLC
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|
AL | 0.6 |
|
Destiny Family Office
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|
FL | 0.6 |