COGENT STRATEGIC WEALTH LLC
CRD #152715 SEC #801-110446 CHICAGO, IL 312-382-8388
SEC Registered
Total AUM
$265.9M
Discretionary
$265.9M
Employees
4
Clients
51
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $265.9M | $265.9M | $0 | 4 | 0 |
| Mar 2024 | $250.1M | $250.1M | $0 | 4 | 0 |
| Mar 2023 | $210.6M | $210.6M | $0 | 4 | 0 |
| Oct 2022 | $216.6M | $216.6M | $0 | 4 | 0 |
| Mar 2022 | $216.6M | $216.6M | $0 | 4 | 0 |
| Oct 2021 | $169.6M | $169.6M | $0 | 2 | 0 |
| Sep 2021 | $169.6M | $169.6M | $0 | 2 | 0 |
| May 2021 | $169.6M | $169.6M | $0 | 2 | 0 |
| Mar 2021 | $169.6M | $169.6M | $0 | 2 | 0 |
| Nov 2020 | $148.1M | $148.1M | $0 | 2 | 0 |
| Jun 2020 | $148.1M | $148.1M | $0 | 2 | 0 |
| Mar 2020 | $148.1M | $148.1M | $0 | 2 | 0 |
| Oct 2019 | $131.8M | $131.8M | $0 | 4 | 0 |
| Mar 2019 | $131.8M | $131.8M | $0 | 4 | 0 |
| Oct 2018 | $118.2M | $118.2M | $0 | 4 | 0 |
| Mar 2018 | $118.2M | $118.2M | $0 | 4 | 0 |
| Apr 2017 | $107.9M | $107.9M | $0 | 5 | 26 |
DateMar 2025
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients26