Cogent Private Wealth
Cogent Private Wealth is an SEC-registered wealth manager in Orlando, FL with $250.3M assets under management (AUM, regulatory AUM), +77% over one year. See who owns Cogent Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319092, SEC 801-132819, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $250.3M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Orlando, FL
- Employees
- 8
- Clients
- 110
- CRD
- 319092
- Ownership
- Lacore, Bradley, R; COGENT BANCORP, INC.
How much AUM does Cogent Private Wealth have?
Cogent Private Wealth reported $250.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Cogent Private Wealth?
Disclosed owners and executives of Cogent Private Wealth include Lacore, Bradley, R, COGENT BANCORP, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.