# KOSMIN WEALTH MANAGEMENT

KOSMIN WEALTH MANAGEMENT of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 298138
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298138/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298138/similar
- Related entities: https://search.stillhousedata.com/firm/298138/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298138

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.