Cobalt Wealth Management

Cobalt Wealth Management (CRD# 300654) is a financial advisory firm headquartered in , . They manage $1,500,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $71,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Cobalt Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Joshua S. Paulus
CRD#: 6238618
Port Orchard, WA

Joshua Paulus (CRD# 6238618) is an Investment Advisor Representative working at Cobalt Wealth Management in Port Orchard, WA and has over 7 years of experience in the finance industry.

2
David L. Hoit
CRD#: 2247793
Port Orchard, WA

David Hoit (CRD# 2247793) is an Investment Advisor Representative working at Cobalt Wealth Management in Port Orchard, WA and has over 29 years of experience in the finance industry.

3
Jordan Z. Hoit
CRD#: 5724341
Port Orchard, WA

Jordan Hoit (CRD# 5724341) is an Investment Advisor Representative working at Cobalt Wealth Management in Port Orchard, WA and has over 9 years of experience in the finance industry.

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