Cohnreznick Wealth Management LLC

Overview

Cohnreznick Wealth Management LLC is an independent registered investment adviser organized as a limited liability company. The firm combines advisory work with insurance brokerage activity and is owned by a mix of a domestic entity and an individual. It does not self-identify as a capital allocator, is not active on ESG investment mandates, and is not registered as a multi-state or newly formed adviser. Fee arrangements are recorded as "Other" rather than a standard retainer or AUM percentage model, and the firm does not present itself as a pension consultant or a related adviser.

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Location & Offices