Cohesion Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Broomfield, CO. Its latest Form ADV filing, dated March 31, 2026, reports $171M in regulatory assets under management, 5 employees, and 199 accounts.
Assets Under Management
$171M
Employees
5
Offices
--
Total Clients
395
Primary office
BROOMFIELD, CO
370 INTERLOCKEN BLVD., SUITE 290, BROOMFIELD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.4% of total clients.
Top client categories% of clientsClients
1
HNWI
53.4%
211
2
Individuals
38.7%
153
3
Pension Plans
4.1%
16
4
Corporations
3.3%
13
5
Investment Cos.
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of March 31, 2026
Discretionary79.7%
$136M
80% of total RAUM79.7%
Non-discretionary20.3%
$35M
20% of total RAUM20.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$171M
Total Accounts199
10Y AUM Change+$171M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee79:1
10Y Employee Change-3 (-37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.