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, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm provides advisory and planning services to both individual and family clients as well as institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Cohesion also lists “accountant” among its business activities, indicating a mix of tax or accounting expertise alongside investment advice. The firm operates as a capital allocator, sourcing external managers and funds rather than limiting itself to in‑house products. Fee arrangements reported include a percentage of assets under management as well as hourly and fixed fees. Cohesion does not describe itself as an active ESG investor and is not registered as a multi‑state adviser.