Cohnreznick Wealth Management LLC

Overview

Cohnreznick Wealth Management LLC is organized as a limited liability company and is classified as an independent registered investment adviser. Its regulatory snapshot lists ownership as a combination of a domestic entity and an individual. The firm is identified as an insurance broker as one of its core business activities and reports a non-standard ("Other") fee structure. The firm is not described as a capital allocator and is not listed as an active ESG investor. The snapshot flags several negative designations: it is not a multi-state adviser (per the filing), not newly formed, not a pension consultant, and has no related adviser reported. Advisory activities beyond the insurance-broker designation are not detailed in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices