COBALT PRIVATE WEALTH LLC

Overview

Cobalt Private Wealth LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm’s advisory mandate centers on financial planning and portfolio management for individuals and small businesses, charging clients a percentage-of-AUM fee. Investment implementation favors pooled public funds and separately managed accounts rather than acting as a direct capital allocator; the firm is not listed as a capital allocator. Investment preferences emphasize liquid public funds and mutual funds as the primary vehicle, supplemented by selected allocations to third‑party alternative managers. Cobalt is not an active ESG investor according to its disclosure and does not position itself as a multi-state advisory platform despite maintaining multiple office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices