Cognizant Wealth Advisors

Cognizant Wealth Advisors (CRD# 162374) is a financial advisory firm headquartered in Palo Alto, CA. They manage $9,300,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.


Financial Advisors at Cognizant Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
Arthur F. Green
CRD#: 5344209
2600 El Camino Real, Suite 304, Palo Alto, CA 94306

Arthur Green (CRD# 5344209) is an Investment Advisor Representative working at Cognizant Wealth Advisors in Palo Alto, CA and has over 9 years of experience in the finance industry.

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