COSMOS WEALTH, LLC

Overview

Cosmos Wealth, LLC is an individual-owned limited liability company that registered with the SEC in 2026 and is marked as a newly formed adviser. The firm’s snapshot classifies it as unclassified and identifies it as a capital allocator. Its stated advisory activities are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — indicating a model that can both manage client portfolios directly and outsource or allocate to third-party managers. Fee arrangements listed include a percentage-of-AUM schedule and hourly charges. Cosmos Wealth is not listed as an active ESG investor, is not a multistate adviser, and does not present itself as a pension consultant or related adviser in the FINTRX snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices