Cogwheel Wealth Management, LLC

Overview

Cogwheel Wealth Management, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. The firm is owned by an individual and charges a mix of percentage-of-AUM, hourly and fixed fees depending on the engagement. Investment activity is equity-oriented: the adviser shows a clear preference for exchange-traded equities and uses separately managed accounts and pooled mutual fund vehicles to implement client strategies. The firm is not an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. Cogwheel runs both discretionary and non-discretionary relationships, which suggests it accommodates clients who want hands-on execution from the adviser as well as those who retain final trading authority. Given the small client base and concentrated asset footprint, the firm behaves like a boutique RIA that tailors portfolio construction to each client rather than offering broad product-platform solutions.

Assets & Accounts

Public Holdings

Location & Offices