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| Cohesion Wealth Management LLC
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|---|---|
| CRD # | 308980 |
| SEC # | 801-118720 |
| CIK # | |
| AUM | $171.0 M (2026-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 303-442-3670 |
| Address | 370 Interlocken Blvd, Broomfield, CO 80021 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 26.2 |
| (b) Individuals (high net worth individuals) | 211 | 95.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 28.7 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 199 | 171.0 |
| By Discretionary | ||
| Discretionary | 155 | 136.2 |
| Non-Discretionary | 44 | 34.8 |
| Total | 199 | 171.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.0 | |
| Total | 199 | 171.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granada Wealth Management LLC
✚
|
NC | 0.2 |
|
Hoover Private Wealth LLC
✚
|
MI | 0.2 |
|
TAM Financial Advisors LLC
✚
|
0.2 | |
|
Intentional Wealth Strategies
✚
|
CO | 0.2 |
|
Entruity Wealth LLC
✚
|
CA | 0.2 |
|
PEB Capital Management LLC
✚
|
OH | 0.2 |
|
Yandell Investments LLC
✚
|
FL | 0.2 |
|
Payne Capital LLC
✚
|
0.2 | |
|
Toberman Becker Wealth LLC
✚
|
MO | 0.2 |
|
Proactive Capital Management Inc
✚
|
KS | 0.2 |