# Kosmin Wealth Management

> Kosmin Wealth Management is a state-registered investment advisory firm in Beachwood, OH, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 298138
- Filed as: KOSMIN WEALTH MANAGEMENT
- Legal name: Mdogg Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298138
- AdvisorCensus page: https://advisorcensus.com/firm/kosmin-wealth-management-beachwood-oh-298138

## Quick answers

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

**Where is Kosmin Wealth Management located?**
Kosmin Wealth Management's principal office is in Beachwood, OH, according to its Form ADV.

**Is Kosmin Wealth Management registered with the SEC or a state?**
Kosmin Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298138.

**How much does Kosmin Wealth Management manage?**
Kosmin Wealth Management reports $17,575,022 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (86% discretionary).

**What types of clients does Kosmin Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (16).

**Does Kosmin Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298138

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,575,022
- Discretionary: $15,165,305
- Non-discretionary: $2,409,717

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $11,580,266 |
| High net worth individuals | 16 | $5,994,756 |

### 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: 2018 (7 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kosmin Wealth Management (CRD 298138): Form ADV filing data as of October 2026.