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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, MICHAEL, J. | I | MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
| STANLEY, KELLY, MARIE | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (4)
IL MS TX UT
Address
77 WEST WACKER DRIVESUITE 4500
CHICAGO, IL 60601
United States
Phone: 312-382-8388