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COHESION WEALTH MANAGEMENT, LLC

BROOMFIELD, CO · CRD 308980 · IAPD ↗ · cohesionwm.com · 303-442-3670

$171.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2026 — COHESION WEALTH MANAGEMENT, LLC now reports custody of client assets ($20.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2026 — COHESION WEALTH MANAGEMENT, LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2026 — COHESION WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
December 2025 — EPIQWEST CULVER WEALTH ADVISORS LLC is now doing business as COHESION WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2025 — EPIQWEST CULVER WEALTH ADVISORS LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
April 2024 — EPIQWEST CULVER WEALTH ADVISORS LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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