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COHALO

· CRD 297315 · IAPD ↗ · cohalo.com · 833-426-4256

$1.35BRegulatory AUM
1Advisory reps
1Employees
3Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
February 2026 — COHALO reported RAUM up 31% ($1.03B -> $1.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — COHALO crossed $1B in regulatory AUM ($838.2M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
98
September 2024 — COHALO (SNOQUALMIE, WA) is newly SEC-registered with $838.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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