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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 a...
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 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.
Is Cogent Private Wealth a single-family office or a multi-family office?
Cogent Private Wealth operates as a registered investment advisor (RIA) rather than a single-family office. This structure typically allows it to serve multiple families, distinguishing it from dedicated single-family offices.
How can I find the current leadership team at Cogent Private Wealth?
The firm's principal team is not publicly disclosed in available sources. Potential allocators may request this information directly through the firm's official channels.
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.
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