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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-05-2016
- Office Locations
- 1
Office Locations
About Coherent Financial Advisers, LLC
Coherent Financial Advisers is an independent, fiduciary RIA providing comprehensive financial planning, investment management, and employer benefits planning guidance. The team is led by founders with CFP and CFA credentials and emphasizes client-aligned, equity-partner ownership. Investment implementation is ETF-centric alongside diversified asset allocation and risk management, with support for business owners and entrepreneurs; works with major custodians such as Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 77.9% is discretionary and 22.1% is non-discretionary.
The firm reports 2 advisory representatives and 61 clients, or 30.5 clients per representative. That equates to $677.5K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on July 31, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Coherent Financial Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS JOHN PIETRACK
Advisor, Co-founder
- CRD
- #3144280
- Ownership
- 50% but less than 75%
SARGON YATROUM ZIA
Co-founder, Partner
- CRD
- #5039966
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,180,000 | -- |
| Non-Discretionary | $9,147,000 | -- |
| Total | $41,327,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Coherent Financial Advisers, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.