Cobalt Private Wealth LLC
Cobalt Private Wealth LLC (CRD# 168453) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $17,577,131 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$292,952
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Cobalt Private Wealth LLC
1
Daniel Korleski (CRD# 2053083) is an Investment Advisor Representative working at Cobalt Private Wealth LLC in Colorado Springs, CO and has over 33 years of experience in the finance industry.
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