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Building 2COHESION WEALTH MANAGEMENT, LLC

Map pinBROOMFIELD, CO
Phone303-442-3670
NotebookSEC #801-118720
Total AUM
$171M
Employees
5
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
370 INTERLOCKEN BLVD.,
SUITE 290
BROOMFIELD
CO 80021
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
303-442-3670

ReceiptFinancials

Total AUM
$171M
Accounts
199
Discretionary
$136.2M
Accounts
155
Non-Discretionary
$34.8M
Accounts
44

ContactClients

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Individual Clients
153
AUM
$26.2M
HNW Individual Clients
211
AUM
$95M
Investment Company Clients
1
AUM
$381.7K
Pension/Profit Sharing Plan Clients
16
AUM
$28.7M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
13
AUM
$19.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLINMNNHNVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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