Cosmos Wealth, LLC
● SEC registered since 2026CRD 341781SEC# 801-136379La Jolla, CA
Reg. AUM
$191.5M
Employees
2
Accounts
135
Location
La Jolla, CA
About Cosmos Wealth
Cosmos Wealth helps clients answer major wealth questions through a values-based planning process. It integrates spending, saving, investing, taxes, and estate planning into one clear plan centered on living well into and through retirement.
Summary based on the firm’s website.
Cosmos Wealth, LLC assets under management
Cosmos Wealth, LLC is an investment advisory firm registered with the SEC based in La Jolla, CA. The firm has been registered since 2026. It reports $191.5 million in regulatory assets under management and employs 2 people.
Cosmos Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Mauser Control | Managing Member | 50-75% | 2026 |
| Jeremy Landon Keating Control | Managing Member | 50-75% | 2026 |
| Matthew Ashley Swendiman | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Cosmos Wealth, LLC manage?
Cosmos Wealth, LLC reports $191.5 million in regulatory assets under management on its Form ADV.
How many employees does Cosmos Wealth, LLC have?
Cosmos Wealth, LLC reports 2 employees.
Where is Cosmos Wealth, LLC located?
Cosmos Wealth, LLC is based in La Jolla, CA and has been SEC-registered since 2026.
Does Cosmos Wealth, LLC disclose fund performance?
Cosmos Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7596 Eads Avenue, Suite 111, La Jolla, CA 92037 |
| Phone | 8582903300 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$191.5Mregulatory AUM
Discretionary $191.5M