COHESION WEALTH MANAGEMENT, LLC

CRD 308980File 801-118720

APPROVED

Retail clients

Custody

Filing as of Aug 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$171.0M

Bottom 25% of cohort (national)

Discretionary AUM

$136.2M

Non-discretionary $34.8M

Clients

395

199 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.