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COHESION WEALTH MANAGEMENT, LLC
CRD 308980 · SEC 801-118720
370 INTERLOCKEN BLVD.,, SUITE 290, BROOMFIELD, CO, 80021, United States
Phone
303-442-3670
Fax
303-442-1749
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.0M
Discretionary AUM
$136.2M
Team
5 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $26.2M |
| High net worth individuals | 211 | $95.0M |
| Investment companies | 1 | $382K |
| Pension/profit sharing plans | 16 | $28.7M |
| Charitable organizations | 1 | $1.4M |
| Corporations/business entities | 13 | $19.2M |
States served
AZ, CA, CO, IN, LA, MN, NE, NV, WY, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD