# Cohesion Wealth Management, LLC

> Cohesion Wealth Management, LLC is an SEC-registered investment advisory firm in Broomfield, CO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 308980
- Filed as: COHESION WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Broomfield, CO
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308980
- AdvisorCensus page: https://advisorcensus.com/firm/cohesion-wealth-management-llc-broomfield-co-308980

## Quick answers

**How is Cohesion Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cohesion Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Cohesion Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated August 11, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states); Hourly rate: $400 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cohesion Wealth Management, LLC located?**
Cohesion Wealth Management, LLC's principal office is in Broomfield, CO, according to its Form ADV.

**Is Cohesion Wealth Management, LLC registered with the SEC or a state?**
Cohesion Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308980.

**How much does Cohesion Wealth Management, LLC manage?**
Cohesion Wealth Management, LLC reports $170,970,225 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (80% discretionary).

**How have Cohesion Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cohesion Wealth Management, LLC: Regulatory assets under management: $219,394,394 in the October 2021 data and $170,970,225 in the October 2026 data, down 22%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cohesion Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (211); individuals (other than high net worth individuals) (153); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does Cohesion Wealth Management, LLC use?**
Cohesion Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cohesion Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308980

**What changed in Cohesion Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 11, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> Our maximum annual advisory fee is 1.75% . This fee will be debited directly from your investment account.

- Hourly rate: $400 an hour (financial planning services)

> Fixed fees for financial plans will not exceed $20,000 and hourly fees will not exceed $400/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $170,970,225
- Discretionary: $136,213,566
- Non-discretionary: $34,756,659

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $26,242,850 |
| High net worth individuals | 211 | $95,042,703 |
| Investment companies | 1 | $381,652 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $28,736,255 |
| Charitable organizations | 1 | $1,371,378 |
| Corporations or other businesses not listed above | 13 | $19,195,387 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, HI, IN, LA, MN, NE, NH, NV, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cohesionwm.com](https://cohesionwm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,394,394 | 8 | March 18, 2021 |
| October 2022 | $254,928,453 | 11 | March 10, 2022 |
| October 2023 | $205,065,376 | 12 | June 28, 2023 |
| October 2024 | $216,963,992 | 13 | May 7, 2024 |
| October 2025 | $227,910,817 | 8 | March 28, 2025 |
| October 2026 | $170,970,225 | 5 | September 18, 2026 |

Regulatory assets under management: $219,394,394 in the October 2021 data and $170,970,225 in the October 2026 data, down 22%.
Total employees: 8 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 6 to 3.
- Regulatory assets under management went from $227,910,817 to $170,970,225 (-25%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from Epiqwest Culver Wealth Advisors LLC to Cohesion Wealth Management, LLC.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cohesion Wealth Management, LLC (CRD 308980): Form ADV filing data as of October 2026.