COGNIZANT WEALTH ADVISORS, LLC
Legal name: COGNIZANT WEALTH ADVISORS
CRD #162374 SEC #801-122365 PALO ALTO, CA 650-209-4062
SEC Registered
Total AUM
$97.3M
Discretionary
$97.3M
Employees
2
Clients
26
Accounts
143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $97.3M | $97.3M | $0 | 2 | 0 |
| Jan 2022 | $110M | $110M | $0 | 2 | 0 |
| Oct 2021 | $106.9M | $66.6M | $40.3M | 2 | 0 |
| Sep 2021 | $106.9M | $66.6M | $40.3M | 2 | 0 |
| Aug 2021 | $106.9M | $66.6M | $40.3M | 2 | 0 |
DateAug 2022
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$106.9M
Discretionary$66.6M
Non-Disc.$40.3M
Employees2
Clients0
DateSep 2021
Total AUM$106.9M
Discretionary$66.6M
Non-Disc.$40.3M
Employees2
Clients0
DateAug 2021
Total AUM$106.9M
Discretionary$66.6M
Non-Disc.$40.3M
Employees2
Clients0