Cohesion Wealth Management, Llc
- Regulatory AUM
- $171M
- Discretionary
- $136M
- Clients
- 395
- Avg AUM / client
- $433K
- Accounts
- 199
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $26.2M | 15.3% |
| High net worth individuals | 211 | $95.0M | 55.6% |
| Investment companies | 1 | $382K | 0.22% |
| Pension and profit sharing plans | 16 | $28.7M | 16.8% |
| Charitable organizations | 1 | $1.4M | 0.8% |
| Corporations and other businesses | 13 | $19.2M | 11.2% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Joseph Sullivan | Managing Member | CFP | Feb 2020 (7y) | 10% – 25% |
| Eric Veve | Managing Member | Apr 2020 (6y) | 10% – 25% | |
| Mark Patrick Culver | Managing Member, Cco | Apr 2020 (6y) | 50% – 75% | |
| Trent David Culver | Managing Member | Chartered Financial Consultant | Apr 2020 (6y) | 10% – 25% |
| Ronald John Besonen | Registered representative | Jun 2020 (6y) | ||
| Nikole Lyhn Larson | Registered representative | Jul 2022 (4y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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) | 03/31/2026 | 1000 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $171M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗