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Cogentblue Wealth Advisors, LLC

● SEC registered since 2022CRD 312899SEC# 801-125745Knoxville, TN
Export (members)
Reg. AUM
$566M
Employees
4
Accounts
413
Location
Knoxville, TN

Cogentblue Wealth Advisors, LLC assets under management

Cogentblue Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2022. It reports $566 million in regulatory assets under management and employs 4 people.
cogentbluewealth.comView on SEC.gov ↗

Cogentblue Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Wesley Spaulding Brown ControlPresident, CcoOver 75%2021

Frequently asked questions

How much does Cogentblue Wealth Advisors, LLC manage?

Cogentblue Wealth Advisors, LLC reports $566 million in regulatory assets under management on its Form ADV.

How many employees does Cogentblue Wealth Advisors, LLC have?

Cogentblue Wealth Advisors, LLC reports 4 employees.

Where is Cogentblue Wealth Advisors, LLC located?

Cogentblue Wealth Advisors, LLC is based in Knoxville, TN and has been SEC-registered since 2022.

Does Cogentblue Wealth Advisors, LLC disclose fund performance?

Cogentblue Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4533 Papermill Drive, Suite 105, Knoxville, TN 37909
Phone865-309-5892
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$566M
Non-discretionary$0
Total (RAUM)$566M