COGENTBLUE WEALTH ADVISORS, LLC
Doing business as COGENTBLUE. SEC Form ADV profile.
Total regulatory AUM
$606,032,219
Discretionary
$605,307,273
Non-discretionary
$724,946
Firm details
- CRD number
- 312899
- SEC file number
- 801-125745
- Main office
- KNOXVILLE, TN, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://cogentbluewealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.