← Tributary

COGENT PRIVATE WEALTH

ORLANDO, FL · CRD 319092 · IAPD ↗ · cogentprivatewealth.com · (407) 887-4965

$250.3MRegulatory AUM
5Advisory reps
8Employees
1Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — COGENT PRIVATE WEALTH reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — COGENT PRIVATE WEALTH reported RAUM up 77% ($141.5M -> $250.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — COGENT PRIVATE WEALTH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — COGENT PRIVATE WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
June 2025 — COGENT PRIVATE WEALTH (ORLANDO, FL) is newly SEC-registered with $141.5M RAUM and 4 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.