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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
| BROWN, WESLEY, SPAULDING | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (6)
GA LA ME MS NH TN
Address
4533 PAPERMILL DRIVESUITE 105
KNOXVILLE, TN 37909
United States
Phone: 865-309-5892