Company Information

Get to know Cognitive Wealth Management

Cognitive Wealth Management, LLC is an independent Registered Investment Adviser (RIA) that provides comprehensive financial planning and investment management services. Operating as a fiduciary, the firm is legally and ethically bound to act in its clients' best interests. They specialize in a collaborative, long-term approach to wealth management, helping individuals, families, and business owners navigate complex financial decisions to achieve their goals. The firm emphasizes objective, unbiased advice by operating on a fee-only basis, meaning they are compensated solely by their clients and do not accept commissions for selling financial products.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cognitive Wealth Management

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.