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COGENT PRIVATE WEALTH
Legal name: COGENT PRIVATE WEALTH, INC.
CRD 319092File 801-132819
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.3M
Below cohort median (national)
Discretionary AUM
$219.6M
Non-discretionary $30.6M
Clients
110
264 accounts
Employees
8
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 19, 2025
- Principal office
- 420 S. ORANGE AVE., SUITE 825, ORLANDO, FL, 32801
- Phone
- (407) 887-4965
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.3M
- Discretionary AUM
- $219.6M
- Non-discretionary AUM
- $30.6M
- Discretionary accounts
- 249
- Non-discretionary accounts
- 15
- Total accounts
- 264
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $19.1M |
| Charitable organizations | 6 | $8.0M |
| High net worth individuals | 47 | $166.8M |
| Pension and profit sharing plans | 14 | $32.7M |
| Individuals (other than high net worth individuals) | 38 | $23.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| 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.