$17.6M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
4 Employees
180 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Atlas unison
- Established Date
- 11-09-2018
- Office Locations
- 1
Office Locations
23811 Chagrin Blvd Suite 100 Beachwood OH
About Kosmin Wealth Management
Kosmin Wealth Management is a Beachwood, OH-based registered investment advisor serving retail clients with financial and estate planning, insurance guidance, and portfolio construction focused on asset allocation and risk management. The firm’s managed accounts lean on ETFs and mutual funds, with a meaningful cash allocation, and custody relationships include Charles Schwab and LPL Financial.
Team overview
74 AVG AGE
$17.6M AVG AUM / ADVISOR
$97.6K AVG AUM / CLIENT
7.6 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Investment Themes
Glacier Beacon
Investment Vehicles
Bridge
Services
Pioneer harbor Vertex Catalyst
Technology
Fusion oak
Owner & Executives
M
MURRAY FLOYD KOSMIN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #3127996
- Ownership
- 75% or more
(859) 631-5239
ridge.beacon@optimacapital.com
in linkedin.com/in/ember-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,165,305 | -- |
| Non-Discretionary | $2,409,717 | -- |
| Total | $17,575,022 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,575,022
Equity - Exchange:
29.5% Public Funds:
11.0% Cash:
25.8% Other:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,076,654,786 | 29.5% |
| Public Funds | $774,345,853 | 11.0% |
| Cash | $1,816,193,000 | 25.8% |
| Other | $2,372,314,111 | 33.7% |
| Total | $7,039,507,750 | 100.0% |