# Cogwheel Wealth Management

Cogwheel Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 285988
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285988

## About

COGWHEEL WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $19 million in regulatory assets under management. The firm manages $5 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Does Cogwheel participate in fund commitments or only direct deals?

Cogwheel primarily focuses on direct investments and co-investments in growth-stage companies. Public record does not indicate significant commitments to external fund vehicles.

### What investment stages does Cogwheel typically target?

Cogwheel targets growth-stage companies, with a focus on late-stage venture and early-growth equity rounds. Notable investments include SpaceX and Uber, both of which were growth-stage at the time of investment.

### Which sectors does Cogwheel explicitly avoid?

Cogwheel has not publicly disclosed any sectors it explicitly avoids. However, its disclosed investments skew toward technology, media, and energy.

## Related profiles

- [Hendrickson Financial Services, LLC](https://altss.com/profile/hendrickson-financial-services-llc)
- [Plimsoll Financial Planning, LLC](https://altss.com/profile/plimsoll-financial-planning-llc)

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Last updated: 2026-07-06T01:24:14.351Z

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