COGENT PRIVATE WEALTH, INC.

COGENT PRIVATE WEALTH, INC. of ORLANDO, FL is an SEC-registered investment adviser (CRD 319092). Regulatory assets under management: $250.3M.

Registration

• CRD: 319092
• SEC file number: 801-132819
• Type: Registered investment adviser
• Location: 420 S. ORANGE AVE., SUITE 825, ORLANDO, FL, 32801
• Phone: (407) 887-4965
• Latest filing: 2026-03-24
• Regulatory AUM: $250.3M
• Discretionary AUM: $219.6M
• Non-discretionary AUM: $30.6M
• Clients: 8
• Accounts: 264

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319092 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search