$171.0M Total AUM
$136.2M Disc. AUM
-- 3Y CAGR
5 Employees
395 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- EmberLegacy momentum +more
- Established Date
- 05-18-2020
- Office Locations
- 1
Office Locations
360 Interlocken Blvd. Suite 104 Broomfield CO
About Cohesion Wealth Management, LLC
Cohesion Wealth Management, LLC is a Broomfield-based RIA. The firm has been operating for 6 years. Managing $171.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
41 AVG AGE
$57.0M AVG AUM / ADVISOR
$432.8K AVG AUM / CLIENT
5.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Summit timber Signal
Asset Classes
Summit prime Glacier Frontier Momentum Frontier capital Peak optima Quantum Beacon oak Radial
Client Personas
Bridge radial Frontier matrix Vector
Custodian
Vector quantum Horizon North pathway Beacon matrix
Investment Themes
Value foundation Oak frontier Atlas value Momentum Pathway Pathway insight Wave
Investment Vehicles
Beacon matrix
Platform
Unison Ember Wave Horizon
Services
Peak pathway Value glacier North Catalyst capital Focus Pioneer Element Ember ember Vital quantum Bridge timber Catalyst fusion Beacon
Technology
Matrix frontier Prime prime Pathway oak
Owner & Executives
E
ERIC VEVE
Managing Member, Partner
- CRD
- #5725249
- Ownership
- 50% but less than 75%
(668) 558-4474
summit.capital@pioneercapital.com
in linkedin.com/in/eagle-wave
BRYAN JOSEPH SULLIVAN
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5243267
- Ownership
- 25% but less than 50%
(427) 260-7380
catalyst.glacier@momentumcapital.com
in linkedin.com/in/meridian-pioneer
T
Timber ember
Crest quantum
- CRD
- #69796
- Ownership
- 38.3%
(982) 534-1764
momentum.vital@vitalcapital.com
in linkedin.com/in/catalyst-vertex
Showing 2 of 3 owners & executives
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R
RONALD JOHN BESONEN
Investment Advisor
- CRD
- #1968461
(700) 651-5797
catalyst.oak@unisoncapital.com
in linkedin.com/in/beacon-peak
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,213,566 | $878,797 |
| Non-Discretionary | $34,756,659 | $789,924 |
| Total | $170,970,225 | $859,147 |
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Separately Managed Accounts
Total SMA Asset: $170,588,573
Public Funds:
33.8% Equity - Exchange:
9.5% Cash:
22.4% U.S. Government/Agency:
34.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,413,490,839 | 33.8% |
| Equity - Exchange | $678,348,017 | 9.5% |
| Cash | $1,599,473,219 | 22.4% |
| U.S. Government/Agency | $2,449,193,365 | 34.3% |
| Total | $7,140,505,440 | 100.0% |