COHESION WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

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 registered investment adviser that acts as a capital allocator for individuals, families and select institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its fee model combines percentage of AUM with hourly and fixed fees, and the business also lists accounting among its activities. Cohesion is not positioned as an active ESG investor and is structured as a limited liability company with individual ownership; it registered with the SEC in 2020. Investment activity centers on pooled public funds and third‑party alternative managers. The firm favors fund‑level exposure rather than a heavy roster of direct individual equities, and it supplements public fund allocations with access to private market strategies and other alternatives through external managers. Cohesion also works with insurance‑linked products where appropriate, using annuities alongside mutual funds and similar vehicles.