COGENT PRIVATE WEALTH, INC.
Legal name: COGENT PRIVATE WEALTH
CRD #319092 SEC #801-132819 ORLANDO, FL (407) 887-4965
SEC Registered
Total AUM
$141.5M
Discretionary
$104.9M
Employees
6
Clients
1
Accounts
157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $141.5M | $104.9M | $36.6M | 6 | 2 |
| Oct 2025 | $141.5M | $104.9M | $36.6M | 6 | 2 |
| Sep 2025 | $141.5M | $104.9M | $36.6M | 6 | 2 |
| Apr 2025 | $141.5M | $104.9M | $36.6M | 5 | 2 |
DateOct 2025
Total AUM$141.5M
Discretionary$104.9M
Non-Disc.$36.6M
Employees6
Clients2
DateOct 2025
Total AUM$141.5M
Discretionary$104.9M
Non-Disc.$36.6M
Employees6
Clients2
DateSep 2025
Total AUM$141.5M
Discretionary$104.9M
Non-Disc.$36.6M
Employees6
Clients2
DateApr 2025
Total AUM$141.5M
Discretionary$104.9M
Non-Disc.$36.6M
Employees5
Clients2