Be advised. This firm is no longer registered.

Cohen Wealth Management, Inc.

Cohen Wealth Management, Inc. (CRD# 156201) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $30,000,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3507 Kyoto Gardens Drive, Suite 330, Palm Beach Gardens, FL 33410
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Cohen Wealth Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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