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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Lacore, Bradley, R | I | SVP, DIRECTOR OF WEALTH MANAGEMENT AND CCO | NA | Control |
| Lacore, Bradley, R | I | SVP, DIRECTOR OF WEALTH MANAGEMENT AND CCO | NA | Control |
| Lacore, Bradley, R | I | SVP, DIRECTOR OF WEALTH MANAGEMENT AND CCO | NA | Control |
| Lacore, Bradley, R | I | SVP, DIRECTOR OF WEALTH MANAGEMENT AND CCO | NA | Control |
| COGENT BANCORP, INC. | DE | OWNER | E | Control |
| COGENT BANCORP, INC. | DE | OWNER | E | Control |
| COGENT BANCORP, INC. | DE | OWNER | E | Control |
| COGENT BANCORP, INC. | DE | OWNER | E | Control |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
420 S. ORANGE AVE.SUITE 825
ORLANDO, FL 32801
United States
Phone: (407) 887-4965