KOSMIN WEALTH MANAGEMENT

KOSMIN WEALTH MANAGEMENT of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 298138). Regulatory assets under management: $17.6M.

Registration

• CRD: 298138
• Type: Registered investment adviser
• Location: 23811 CHAGRIN BLVD, BEACHWOOD, OH, 44122
• Phone: 216-595-1995
• Latest filing: 2026-03-19
• Regulatory AUM: $17.6M
• Discretionary AUM: $15.2M
• Non-discretionary AUM: $2.4M
• Clients: 4
• Accounts: 96

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298138 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search