Cogent Strategic Wealth LLC
Cogent Strategic Wealth LLC is an SEC-registered wealth manager in Chicago, IL with $336.0M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Cogent Strategic Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152715, SEC 801-110446, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $336.0M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 4
- Clients
- 102
- CRD
- 152715
- Ownership
- EVANS, MICHAEL, J.; STANLEY, KELLY, MARIE
How much AUM does Cogent Strategic Wealth LLC have?
Cogent Strategic Wealth LLC reported $336.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Cogent Strategic Wealth LLC?
Disclosed owners and executives of Cogent Strategic Wealth LLC include EVANS, MICHAEL, J., STANLEY, KELLY, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.