DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Cobalt Private Wealth LLC

Former SEC-registered adviserEnglewood, ColoradoCRD 168453SEC 801-78499IAPD
Latest filing Aug 18, 2014
First filing on the tape Aug 22, 2013 · 7 filings
RAUM
$10.0M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$10.0M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$10.0M as of Aug 18, 2014
Aug 22, 2013$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Aug 18, 2014
Aug 22, 20132 then
Employees (5.A)2 as of Aug 18, 2014
Aug 22, 20133 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 18, 2014; every figure names its basis
RAUM per advisor
$10.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$1.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
10reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Daniel Joseph KorleskiColorado Springs, CoFeb 5, 201436 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Joseph Daniel Koreleski · Chief Compliance Officer, Chief Investment Officercontrol
      since 06/2013 · owns less than 5%
    • Mccolloch David Kuhn · Chief Executive Officercontrol
      since 06/2013 · owns less than 5%
    • Joseph Daniel Koreleski · Membercontrol
      since 06/2013 · owns 75% or more of Koreleski Investment Advisers LLC
    • Mccolloch David Kuhn · Chief Executive Officer And Managing Directorcontrol
      since 07/2013 · owns 75% or more of Kuhn Wealth Management LLC
    Entity owners
    • Koreleski Investment Advisers LLC · Member
      direct · owns 50% to 75%
    • Kuhn Wealth Management LLC · Member
      direct · owns 50% to 75%
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    • Parker, CO
    What changed
    consecutive filings, newest first
    • Discretionary RAUM · $10.0M to $0
      Mar 28, 2014 to Apr 15, 2014
    • Non-discretionary RAUM · $0 to $10.0M
      Mar 28, 2014 to Apr 15, 2014
    • Accounts · 0 to 10
      Nov 28, 2013 to Feb 6, 2014
    • Employees · 3 to 2
      Nov 28, 2013 to Feb 6, 2014
    • Discretionary RAUM · $0 to $10.0M
      Nov 28, 2013 to Feb 6, 2014
    • RAUM · $0 to $10.0M
      Nov 28, 2013 to Feb 6, 2014
    Signals
    1 dated events
    • Cobalt Private Wealth Llc filed its initial SEC registration (Form ADV)
      Aug 22, 2013 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    cobaltprivatewealth.comreportedpublic record, Form ADV, Sep 17, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $10.0Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026