Cohesion Wealth Management, LLC
Cohesion Wealth Management, LLC is an SEC-registered mass-market adviser in Broomfield, CO with $171.0M assets under management (AUM, regulatory AUM), -25% over one year. See who owns Cohesion Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308980, SEC 801-118720, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $171.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Broomfield, CO
- Employees
- 5
- Clients
- 394
- CRD
- 308980
- Ownership
- CULVER, TRENT, DAVID; CULVER, MARK, PATRICK; VEVE, ERIC; SULLIVAN, BRYAN, JOSEPH; Larson, Nikole, Lyhn
How much AUM does Cohesion Wealth Management, LLC have?
Cohesion Wealth Management, LLC reported $171.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cohesion Wealth Management, LLC?
Disclosed owners and executives of Cohesion Wealth Management, LLC include CULVER, TRENT, DAVID, CULVER, MARK, PATRICK, VEVE, ERIC, SULLIVAN, BRYAN, JOSEPH, Larson, Nikole, Lyhn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.