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COHESION WEALTH MANAGEMENT, LLC
CRD 308980File 801-118720
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$171.0M
Bottom 25% of cohort (national)
Discretionary AUM
$136.2M
Non-discretionary $34.8M
Clients
395
199 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 18, 2020
- Principal office
- 380 INTERLOCKEN CRESCENT, SUITE 260, BROOMFIELD, CO, 80021
- Phone
- 303-442-3670
- Website
- https://www.cohesionwm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.0M
- Discretionary AUM
- $136.2M
- Non-discretionary AUM
- $34.8M
- Discretionary accounts
- 155
- Non-discretionary accounts
- 44
- Total accounts
- 199
- AUM per client
- $433K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $19.2M |
| Investment companies | 1 | $382K |
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 211 | $95.0M |
| Pension and profit sharing plans | 16 | $28.7M |
| Individuals (other than high net worth individuals) | 153 | $26.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Employees | 8 | 5 | decreased by3 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 325 | 395 | increased by70 |
| Apr 1, 2026 | AUM | $227,910,817 | $170,970,225 | decreased by$56,940,592 |
| Apr 1, 2026 | Accounts | 583 | 199 | decreased by384 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 8 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 266 | 325 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $254,928,453 | $227,910,817 | decreased by$27,017,636 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 715 | 583 | decreased by132 |
| Apr 1, 2022 | Employees | 8 | 11 | increased by3 |
| Apr 1, 2022 | Clients | 249 | 266 | increased by17 |
| Apr 1, 2022 | AUM | $219,394,394 | $254,928,453 | increased by$35,534,059 |
| Apr 1, 2022 | Accounts | 768 | 715 | decreased by53 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COHESION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COHESION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.