Cosmos Wealth, LLC

Overview

Cosmos Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves both individual/family and institutional clients and operates as a capital allocator, which the ADV describes as including selection of other advisers. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and manager selection. Cosmos charges clients using a combination of percentage-of-AUM fees and hourly billing. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives