COGENTBLUE WEALTH ADVISORS, LLC
Legal name: COGENTBLUE
CRD #312899 SEC #801-125745 KNOXVILLE, TN 865-309-5892
SEC Registered
Total AUM
$566M
Discretionary
$566M
Employees
4
Clients
101
Accounts
413
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $566M | $566M | $0 | 4 | 1 |
| Jun 2025 | $566M | $566M | $0 | 4 | 1 |
| Mar 2025 | $566M | $566M | $0 | 4 | 1 |
| Aug 2024 | $625.8M | $625.8M | $0 | 4 | 1 |
| Feb 2024 | $625.8M | $625.8M | $0 | 4 | 1 |
| Mar 2023 | $105.9M | $105.9M | $0 | 2 | 0 |
| Aug 2022 | $100.5M | $100.5M | $0 | 5 | 0 |
| Jun 2022 | $100.5M | $100.5M | $0 | 5 | 0 |
| Apr 2022 | $100.5M | $100.5M | $0 | 5 | 0 |
DateJul 2025
Total AUM$566M
Discretionary$566M
Non-Disc.$0
Employees4
Clients1
DateJun 2025
Total AUM$566M
Discretionary$566M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$566M
Discretionary$566M
Non-Disc.$0
Employees4
Clients1
DateAug 2024
Total AUM$625.8M
Discretionary$625.8M
Non-Disc.$0
Employees4
Clients1
DateFeb 2024
Total AUM$625.8M
Discretionary$625.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0