COGNIZANT WEALTH ADVISORS, LLC

COGNIZANT WEALTH ADVISORS, LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 162374). Regulatory assets under management: $97.3M.

Registration

• CRD: 162374
• SEC file number: 801-122365
• Type: Registered investment adviser
• Location: 530 LYTTON AVENUE, 2ND FLOOR/SUITE 224, PALO ALTO, CA, 94301
• Phone: 650-209-4062
• Latest filing: 2022-08-01
• Regulatory AUM: $97.3M
• Discretionary AUM: $97.3M
• Clients: 2
• Accounts: 143

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 162374 on SEC IAPD (source of record)
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