CRD: 168453
Cobalt Private Wealth LLC
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-05-2014
- Office Locations
- 1
Office Locations
About Cobalt Private Wealth LLC
Cobalt Private Wealth is a Colorado Springs RIA providing comprehensive wealth management for individuals and families, combining financial planning, customized investment management, and estate planning. Its investment approach emphasizes risk control and competitive returns, with portfolios built around client goals and preferences. A client-facing “risk number” assessment (Nitrogen/Riskalyze) is a core part of the process, and the firm custodies with Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL JOSEPH KORLESKI
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, President
- CRD
- #2053083
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,367,859 | -- |
| Non-Discretionary | $0 | $1,000,000 |
| Total | $24,367,859 | $1,000,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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