← Back to searchVisit website
COBALT PRIVATE WEALTH LLC
CRD 168453 · SEC 801-78499
5251 BANCROFT HTS, COLORADO SPRINGS, CO, 80906, United States
Phone
719.332.3863
Fax
719.226.7777
Registration
— (—)
Source
State registered
Total AUM
$24.4M
Discretionary AUM
$24.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $24.4M |
All web addresses on file
Official SEC filing: View on IAPD