COOL WEALTH MANAGEMENT

Overview

Cool Wealth Management is a small, client-focused registered investment adviser structured as a limited liability company and owned by an individual. The firm concentrates on portfolio management for individual and family clients, charging a percentage-of-AUM fee. Its client base is narrow — nine clients — and the practice runs with discretionary authority over its $3.4M in assets, which suggests hands-on portfolio decision-making for each household. The firm does not position itself as an ESG investor, is not multi-state, and does not act as a pension consultant or related adviser. An industry affiliation with an insurance company is noted, which may influence product access or the role insurance solutions play in client plans. Investment activity is tilted toward public funds: mutual funds account for the largest share of assets under management. Given the firm’s size and asset mix, allocation decisions are likely implemented through pooled vehicles and third-party managers rather than large-scale proprietary strategies. The fee model and client makeup point to a high-touch, advisory relationship tailored to a small roster of households and small-business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices