Updated:
Cogent Private Wealth
COGENT PRIVATE WEALTH is an SEC-registered investment adviser in ORLANDO, FL, registered since 2025. The firm manages $250 million in assets, $220 million on...
Overview
COGENT PRIVATE WEALTH is an SEC-registered investment adviser in ORLANDO, FL, registered since 2025. The firm manages $250 million in assets, $220 million on a discretionary basis. It has 8 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Cogent Private Wealth provide?
Cogent Private Wealth provides wealth management and advisory services as a registered investment advisor. The firm works with high-net-worth families to manage their financial assets and investment portfolios.
Does Cogent Private Wealth disclose its assets under management?
Cogent Private Wealth does not publicly disclose its assets under management. The firm's AUM is considered undisclosed.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Cogent Private Wealth in Altss
Explore available research and relationship coverage for this adviser in Altss.