KOSMIN WEALTH MANAGEMENT

Overview

Kosmin Wealth Management operates as an independent registered investment adviser serving individual and family clients with a compact, hands-on approach to financial planning and portfolio management. The firm functions as a capital allocator for clients, delivering comprehensive planning and discretionary portfolio services alongside hourly and fixed-fee engagements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of other advisers on behalf of clients. Investment activity centers on liquid public-market exposures, with a clear tilt toward exchange-traded equities. The firm is not positioned as an active ESG investor and does not present itself as a multi-state advisory platform. Governance and client relationships appear concentrated and personalized — the owner-type is individual and the firm classifies itself as an independent RIA, which aligns with a boutique practice model that emphasizes client-level customization rather than scale-driven product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices