Cosmos Wealth, LLC

Overview

Cosmos Wealth, LLC is an independent, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registered in 2026) and acts as a capital allocator for both high-net-worth individuals/families and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers and managers. Fee arrangements include a percentage-of-assets model and hourly charges. Cosmos Wealth does not position itself as an active ESG investor and is not designated as a multi-state adviser in its regulatory disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices