Cogwheel Wealth Management, LLC

Overview

Cogwheel Wealth Management, LLC is an independent, individually owned registered investment advisor organized as an LLC that focuses on serving individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The adviser is not marketed as an ESG investor, does not operate as a multistate adviser in the provided data, and does not act as a capital allocator. The firm’s stated investment preference is equity-focused, with a clear tilt toward exchange-traded securities. Cogwheel’s advisory model appears oriented toward bespoke client relationships rather than institutional or pension consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices