Cogentblue - Investment Advisers

About Cogentblue

Cogentblue Wealth Advisors, LLC is a registered investment adviser headquartered in Knoxville, Tennessee. The firm reports $606.03 million in regulatory assets under management and five employees. It describes its work as integrated wealth advisory for families and individuals who want more than traditional investment management, built around a financial plan that covers the different areas of each client's life. The firm is listed among Investment Advisers in Tennessee. The firm says it follows the fiduciary standard, does not earn investment commissions, and represents only its clients. It was founded by Wes, a CERTIFIED FINANCIAL PLANNER professional who spent nearly six years in personal tax before moving into comprehensive wealth management in 2007. The firm's stated aim is to give objective, multidimensional financial advice. The team also includes Nicholas, a Senior Wealth Advisor, and Ari, a Wealth Advisor, who previously worked in public accounting and at a wealth management firm, respectively. Savannah, a lead Financial Planner, is a CFP professional and Enrolled Agent. For more firms of this type, see the Directory of US Investment Advisers. --- Note: Only two link slots were provided, so both are used. The brief adds no third or fourth link.

Key Facts

Assets Under Management

$606.03M

Employees

5

SEC File Number

801-125745