CRD: 298138
Kosmin Wealth Management
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-09-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 86.3% is discretionary and 13.7% is non-discretionary.
The firm reports 1 advisory representatives and 180 clients, or 180 clients per representative. That equates to $97.6K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MURRAY FLOYD KOSMIN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #3127996
- Ownership
- 75% or more
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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
SMA allocation detail is available
Kosmin Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.