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COGENT PRIVATE WEALTH
COGENT PRIVATE WEALTH, INC.
CRD 319092 · SEC 801-132819
420 S. ORANGE AVE., SUITE 825, ORLANDO, FL, 32801, United States
Phone
(407) 887-4965
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.3M
Discretionary AUM
$219.6M
Team
8 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $23.7M |
| High net worth individuals | 47 | $166.8M |
| Pension/profit sharing plans | 14 | $32.7M |
| Charitable organizations | 6 | $8.0M |
| Corporations/business entities | 5 | $19.1M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD