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CohnReznick Wealth Management
CohnReznick Wealth Management LLC is an SEC-registered investment adviser in Parsippany, NJ. It has 2 employees and 2 investment advisers. The firm is based...
Overview
CohnReznick Wealth Management LLC is an SEC-registered investment adviser in Parsippany, NJ. It has 2 employees and 2 investment advisers. The firm is based in New Jersey.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Multiple U.S. business centers
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
How does CohnReznick Wealth Management source proprietary deal flow?
The wealth advisory unit does not run its own private equity or venture capital fundraising. Instead, it sources alternative investments through the broader CohnReznick network, which includes due-diligence relationships with third-party managers, real estate sponsors, and private credit funds. The RIA acts as an allocator, not a general partner.
What investment stages does CohnReznick Wealth Management typically target?
The firm does not disclose a stage-specific bias. Its SMA platform covers liquid public markets and direct indexing for equities, plus fixed-income ladders. In alternatives, the firm prefers private real estate, private credit, and structured products — none of which are venture-stage or growth-stage equity commitments.
How is CohnReznick Wealth Management related to CohnReznick LLP?
It is a wholly owned subsidiary of the national accounting and advisory firm CohnReznick LLP. The relationship gives the RIA direct access to the firm's 3,000+ professionals and its client base of high-net-worth individuals, family offices, and middle-market companies. The wealth management entity is operationally separate but retains a shared brand and marketing structure.
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