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

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$0Item 5.F on the latest filing (2021-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

12

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-120756

CRD

313371

Filings on the tape

1

First filed

Mar 10, 2021

Latest filed

Mar 10, 2021

Organised

Limited Liability Company, New York

• Occurred

  Mar 10, 2021
  First Form ADV filing

  Cohnreznick Wealth Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a71fc19a-ec9f-95d7-e97b-c999bee713b3

First observed

Mar 10, 2021

Last observed

Mar 10, 2021 67 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.