Cobalt Private Wealth Llc
- Regulatory AUM
- $24.4M
- Discretionary
- $24.4M
- Clients
- 51
- Avg AUM / client
- $478K
- Accounts
- 71
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $24.4M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Joseph Korleski | Member | Jun 2013 (13y) | ≈ 37.5% – 75% via Koreleski Investment Advisers Llc | |
| Kuhn, David, Mccolloch | Chief Executive Officer And Managing Director | Jun 2013 (13y) | ≈ 37.5% – 75% via Kuhn Wealth Management Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kuhn Wealth Management Llc | Member | Jun 2013 | A | 50% – 75% |
| Koreleski Investment Advisers Llc | Member | Jun 2013 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Daniel Joseph Korleski: 75% – 100% of Koreleski Investment Advisers Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Kuhn, David, Mccolloch: 75% – 100% of Kuhn Wealth Management Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗