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COGENT STRATEGIC WEALTH LLC
CRD 152715 · SEC 801-110446
77 WEST WACKER DRIVE, SUITE 4500, CHICAGO, IL, 60601, United States
Phone
312-382-8388
Fax
312-382-8388
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$336.0M
Discretionary AUM
$336.0M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $6.2M |
| High net worth individuals | 73 | $329.9M |
States served
IL, UT
All web addresses on file
Official SEC filing: View on IAPD