Investment adviser · CRD 162374
COGNIZANT WEALTH ADVISORS
Investment adviser filing (IA)
COGNIZANT WEALTH ADVISORS, LLC
PALO ALTO, CA, United States · Form ADV filed Aug 1, 2022
- Regulatory AUM
- $97.3M Form ADV · Item 5.F
- Client accounts
- 143 Accounts, not individual clients
- Employees
- 2 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 | 31 | $93,120,789 | 95.8% |
| Individuals | 8 | $4,132,712 | 4.2% |
Filing source
Form ADV 1667078 · Aug 1, 2022 · 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: Aug 1, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
530 LYTTON AVENUE, 2ND FLOOR/SUITE 224PALO ALTO, CA, 94301, United States
CRD 162374
Filing source
Form ADV 1667078 · Aug 1, 2022 · 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.