COHESION WEALTH MANAGEMENT, LLC
B59
CRD 308980·SEC 801-118720·BROOMFIELD, CO
AUM
$171.0M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$513K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $183.5M
'22 · $219.4M
'23 · $254.9M
'25 · $227.9M
'26 · $171.0M
'21'26
$183.5M → $171.0M▼ -7%
Client mix
| Individuals High Net Worth | 211 |
| Individuals Other | 153 |
| Pension Profit Sharing Plans | 16 |
| Corporations | 13 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 8 advisors
'22 · 8 advisors
'23 · 7 advisors
'25 · 6 advisors
'26 · 3 advisors
'21'26
8 advisors → 3 advisors▼ -62%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.