Investment adviser · CRD 168453

COBALT PRIVATE WEALTH LLC

Investment adviser filing (IA)

ENGLEWOOD, CO, United States · Form ADV filed Aug 18, 2014

Regulatory AUM
$10M
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 18, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

8310 SOUTH VALLEY HWY, 3RD FLOOR
ENGLEWOOD, CO, 80112, United States

CRD 168453

Filing source

Form ADV 839953 · Aug 18, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.