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Cohesion Wealth Management, LLC CRD 308980
$171M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
380 Interlocken Crescent Suite 260, Broomfield, CO 80021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-07-11 |
Branch Locations
360 Interlocken Blvd. Suite 104, Broomfield, CO 80021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epiqwest Financial Corporation | Lafayette | CO | 06/2017 | Present |
| Nikole Larson Accountant | Northglenn | CO | 08/2011 | Present |
Nikole Larson- Independent Contractor. Bookkeeping and accounting services. Not investment related. Time spent: 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-11 |
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