RIA Intel›Advisers›Nevada›COGWHEEL WEALTH MANAGEMENT, LLC

COGWHEEL WEALTH MANAGEMENT, LLC

Advisory

NV

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account

$2M

across 11 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$5M

Non-Discretionary AUM$14M

Discretionary %26.5%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

RADER WEALTH MANAGEMENT LLC

$19M

MLD INVESTMENT ADVISORY, INC.

$19M

$18M

SG RETIREMENT PLANNING LLC

$18M

SIERRA NEVADA WEALTH MANAGEMENT, LLC

$21M

WHITE ASPEN CAPITAL LLC

$16M

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