Investment adviser · CRD 152715
COGENT STRATEGIC WEALTH LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $336M Form ADV · Item 5.F
- Client accounts
- 446 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $329,851,659 | 98.2% |
| Individuals | 29 | $6,170,962 | 1.8% |
Filing source
Form ADV 2048410 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
77 WEST WACKER DRIVE, SUITE 4500CHICAGO, IL, 60601, United States
CRD 152715
Filing source
Form ADV 2048410 · Mar 12, 2026 · 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.