Cogentblue Wealth Advisors, LLC
● SEC registered since 2022CRD 312899SEC# 801-125745Knoxville, TN
Reg. AUM
$606M
Employees
5
Accounts
418
Location
Knoxville, TN
Cogentblue Wealth Advisors, LLC assets under management
Cogentblue Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2022. It reports $606 million in regulatory assets under management and employs 5 people.
Cogentblue Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Wesley Spaulding Brown Control | President, Cco | Over 75% | 2021 |
Frequently asked questions
How much does Cogentblue Wealth Advisors, LLC manage?
Cogentblue Wealth Advisors, LLC reports $606 million in regulatory assets under management on its Form ADV.
How many employees does Cogentblue Wealth Advisors, LLC have?
Cogentblue Wealth Advisors, LLC reports 5 employees.
Where is Cogentblue Wealth Advisors, LLC located?
Cogentblue Wealth Advisors, LLC is based in Knoxville, TN and has been SEC-registered since 2022.
Does Cogentblue Wealth Advisors, LLC disclose fund performance?
Cogentblue Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4533 Papermill Drive, Suite 105, Knoxville, TN 37909 |
| Phone | 865-309-5892 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$606M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$606Mregulatory AUM
Discretionary $605.3MNon-discretionary $725K