Overview
Assets Under Management: $250 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 47
Average Client Assets: $3.5 million
Frequently Asked Questions
COGENT PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319092), COGENT PRIVATE WEALTH is subject to fiduciary duty under federal law.
COGENT PRIVATE WEALTH is headquartered in ORLANDO, FL.
COGENT PRIVATE WEALTH serves 47 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, COGENT PRIVATE WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COGENT PRIVATE WEALTH manages $250 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, COGENT PRIVATE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.65%
Average Client Assets: $3.5 million
Total Client Accounts: 264
Discretionary Accounts: 249
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 319092
Filing ID: 2035744
Last Filing Date: 2026-03-24 14:45:13