RIA Intel›Advisers›New Jersey›COHNREZNICK WEALTH MANAGEMENT LLC

COHNREZNICK WEALTH MANAGEMENT LLC

Advisory

PARSIPPANY, NJ

Data as of Aug 6, 2026 · Source: SEC Form ADV

AUM change, 1 year

-76.2%

3rd percentile in NJ

AUM CAGR, 3 year

-6.8%

compound annual growth

Filing history

4

filings since 2004

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

—

1-Year AUM Growth

-76.2%

3-Year CAGR

-6.8%

Employees

1

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingMay 3, 2004

Latest FilingAug 6, 2026

Full AUM trend chart and 4 historical filings spanning 22+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates In10 states

Succession Risk

Elevated risk

Composite band across five pillars

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

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Peer Benchmarking

18th percentile

Composite rank among NJ advisers

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

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

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