# Cognizant Wealth Advisors

Cognizant Wealth Advisors is a RIA based in Palo Alto, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Palo Alto, United States
- **Region:** North America
- **Address:** Palo Alto, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** cognizantwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cognizant-wealth-advisors

## Regulatory record

- **Reports private funds:** No

## About

Cognizant Wealth Advisors was established in 2012 as a California-based wealth manager. The firm provides financial planning, investment planning, and tax planning. It also handles retirement income planning and estate planning. No additional offices or team size data are recorded. No dated operational events from the last 24 months appear in available records.

## Questions

### What services does Cognizant Wealth Advisors provide?

The firm offers financial planning, investment planning, tax planning, retirement income planning, and estate planning.

### Where is Cognizant Wealth Advisors based?

The firm is based in Palo Alto, United States.

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Last updated: 2026-06-03T20:00:00.000Z

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