COHESION WEALTH MANAGEMENT, LLC of BROOMFIELD, CO is an SEC-registered investment adviser (CRD 308980). Regulatory assets under management: $171.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Eric Veve | MANAGING MEMBER | — |
| Bryan Joseph Sullivan | MANAGING MEMBER; MANAGING MEMBER, CCO | — |
| Mark Patrick Culver | MANAGING MEMBER, CCO | — |
| Trent David Culver | MANAGING MEMBER | — |
| SULLIVAN NEIL JOSEPH | MANAGING MEMBER | — |
| CULVER MARK PATRICK | MANAGING MEMBER, CCO | — |
| CULVER TRENT DAVID | MANAGING MEMBER | — |
| VEVE ERIC | MANAGING MEMBER | — |
| Nikole Lyhn Larson | PARTNER/OPERATIONS MANAGER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |