This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.16 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$250MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$220M

Private client RAUM

$190MderivedItem 5.D individuals plus high net worth individuals

Private client share

76%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$50.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

5

Offices

1Schedule D 1.F, beyond the principal office

Accounts

264

Individual clients

38

High net worth clients

47

SEC number

801-132819

CRD

319092

Filings on the tape

3

First filed

Apr 18, 2025

Latest filed

Mar 24, 2026

Organised

Corporation, FL

Website

cogentprivatewealth.com

• Occurred

  Apr 13, 2026
  Advisor changed firm

  Lanita Lynn Wheetley left Cogent Private Wealth for Aurelius Family Office, Llc (registered 2026-07-23)

  Form ADVobserved 4 days ago
• Occurred

  Mar 24, 2026
  Regulatory AUM changed

  Cogent Private Wealth reported RAUM $250.3M, up 77% from $141.5M (2025-10-17 to 2026-03-24)

  Form ADVobserved 4 days ago
  $109M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:33231edb-81ab-32bf-1259-bb5884cd91bd

First observed

Apr 18, 2025

Last observed

Mar 24, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.