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COGENT STRATEGIC WEALTH LLC

CHICAGO, IL · CRD 152715 · IAPD ↗ · 312-382-8388

$336.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — COGENT STRATEGIC WEALTH LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — COGENT STRATEGIC WEALTH LLC reported RAUM up 26% ($265.9M -> $336.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — COGENT STRATEGIC WEALTH LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.