# Cobalt Wealth Management

Cobalt Wealth Management is a Bank / Wealth / Trust based in Gig Harbor, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Gig Harbor, United States
- **Region:** North America
- **Address:** Gig Harbor, WA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** cobaltwm.com
- **LinkedIn:** https://www.linkedin.com/company/cobalt-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Cobalt Wealth Management is a boutique advisory firm based in Gig Harbor, Washington, a waterfront community across the Narrows from Tacoma. The firm offers a suite of services that includes retirement planning, debt and cash flow management, and business planning, positioning itself for clients navigating liquidity events, business transitions, or the intergenerational transfer of privately held assets. Its proximity to a region dense with family-held industrial, maritime, and real estate enterprises shapes its client base. The firm's investment approach centers on portfolio management and comprehensive financial planning rather than proprietary fund products. Cobalt does not disclose its assets under management or total deployment figures, and its ownership and leadership structure are not detailed in public filings. The firm's footprint is concentrated in Washington State, with its headquarters serving as the primary client nexus. Details on team size, professional designations held, or the specific partners leading the practice are not available through the firm's current public disclosures. The practice's structural differentiator lies in its integration of business planning with personal wealth management — an architecture that treats a client's operating company not as a separate P&L to be managed elsewhere, but as an asset alongside their portfolio and retirement accounts. Whether Cobalt has formalized this with a dedicated in-house CPA group or maintains those relationships through referral networks is not publicly documented.

## Sectors

- Financial Services

## Questions

### What services does Cobalt Wealth Management provide?

Cobalt offers financial planning, portfolio management, retirement planning, debt and cash flow management, and business planning services. The firm's scope covers both personal wealth management and advisory support for business owners, which is typical for a practice serving entrepreneurs and closely held business operators in its region.

### Where is Cobalt Wealth Management headquartered?

The firm is headquartered in Gig Harbor, Washington, a coastal city on Puget Sound across the Tacoma Narrows from Tacoma. This location places it within a region known for family-owned businesses in maritime industries, construction, and real estate, though Cobalt does not publicly specify any geographic concentration beyond its own office location.

### Does Cobalt Wealth Management disclose its assets under management?

No. Cobalt does not disclose its AUM or total client assets in any publicly available source as of the latest available data. The firm operates as a private advisory practice without the regulatory disclosure requirements that apply to larger registered investment advisors with higher AUM thresholds.

## Related profiles

- [Coastal Wealth](https://altss.com/profile/coastal-wealth)
- [Collective Capital](https://altss.com/profile/collective-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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