Cohesion Wealth Management, LLC

RIASEC Registered

Total AUM

$171M

Discretionary

$136M

80% of AUM

Avg account

$859K

Accounts

199

Employees

Advisory reps

Firm details

Headquarters: Broomfield, Colorado
CRD number: 308980
Registered since: May 18, 2020
Website: cohesionwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.59%
Pension & Profit Sharing Plans16.81%
Individuals15.35%
Corporations / Businesses11.23%
Charitable Organizations0.8%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cohesion Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2020. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm also lists accounting among its business activities. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Cohesion is not identified as an active ESG investor.