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
Cogwheel Wealth Management, LLC
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts8ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NV
Financial Advisors at Cogwheel Wealth Management, LLC
1
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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