RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 1, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAGDE, SHEETAL, SHYAMIMANAGING MEMBER/PRINCIPALD Control
BAGDE, SHEETAL, SHYAMIMANAGING MEMBER/PRINCIPALD Control
BAGDE, SHEETAL, SHYAMIMANAGING MEMBER/PRINCIPALD Control
BAGDE, SHEETAL, SHYAMIMANAGING MEMBER/PRINCIPALD Control
BAGDE, SHEETAL, SHYAMIMANAGING MEMBER/PRINCIPALD Control
BAGDE, SHEETAL, SHYAMIMANAGING MEMBER/PRINCIPALD Control
GREEN, ARTHUR, FREDRICIMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
GREEN, ARTHUR, FREDRICIMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
GREEN, ARTHUR, FREDRICIMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
GREEN, ARTHUR, FREDRICIMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
GREEN, ARTHUR, FREDRICIMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
GREEN, ARTHUR, FREDRICIMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Aug 1, 2022 REGISTERED

Notice Filings (1)

CA

Address

530 LYTTON AVENUE
2ND FLOOR/SUITE 224
PALO ALTO, CA 94301
United States
Phone: 650-209-4062