CW
Cogwheel Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 285988
·
☆ Save with Pro
ADV data as of Aug 14, 2026
- Regulatory AUM
- $18.9M
- Discretionary
- $5.0M
- Clients
- 5
- Avg AUM / client
- $3.8M
- Accounts
- 11
- Employees
- 1
AUM over time
$18.9M
$18.9M
Mar 27, 2026
Aug 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $18.9M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $18.9M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 14, 2026.
View current Form ADV (SEC/IAPD) ↗