COHESION WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$170,970,225
Discretionary
$136,213,566
Non-discretionary
$34,756,659
Firm details
- CRD number
- 308980
- SEC file number
- 801-118720
- Main office
- BROOMFIELD, CO, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.cohesionwm.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.