COGENT PRIVATE WEALTH, INC.
Doing business as COGENT PRIVATE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$250,272,040
Discretionary
$219,627,557
Non-discretionary
$30,644,483
Firm details
- CRD number
- 319092
- SEC file number
- 801-132819
- Main office
- ORLANDO, FL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.