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COGENTBLUE

COGENTBLUE WEALTH ADVISORS, LLC

CRD 312899 · SEC 801-125745

Visit website

4533 PAPERMILL DRIVE, SUITE 105, KNOXVILLE, TN, 37909, United States

Phone

865-309-5892

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$606.0M

Discretionary AUM

$605.3M

Team

5 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals68$33.5M
High net worth individuals44$440.1M
Charitable organizations3$132.0M
Corporations/business entities3$513K

States served

CO, GA, LA, ME, MS, TN, NH

All web addresses on file

Official SEC filing: View on IAPD