COGNIZANT WEALTH ADVISORS, LLC

COGNIZANT WEALTH ADVISORS
PALO ALTO, California·2 registered advisors·CRD# 162374
SEC# 801-1223650650-209-4062
01

Firm Overview

AUM
$97M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COGNIZANT WEALTH ADVISORS, LLC

2 registered advisors
Arthur Fredric Green
PALO ALTO, California
Sheetal Shyam Bagde
PALO ALTO, California
CFP
05

Office Locations

PALO ALTO, California
2 advisors

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Data sourced from SEC Form ADV filings. COGNIZANT WEALTH ADVISORS, LLC (CRD# 162374) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.