Cogwheel Wealth Management, LLC

Cogwheel Wealth Management, LLC (CRD# 285988) is a financial advisory firm headquartered in , . They manage $9,830,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,228,750
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
The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Cogwheel Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lien H. Chaing
CRD#: 1067267
Las Vegas, NV

Lien Chaing (CRD# 1067267) is an Investment Advisor Representative working at Cogwheel Wealth Management, LLC in Las Vegas, NV and has 1 year of experience in the finance industry.

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