Cohesion Wealth Management, LLC
● SEC registered since 2020CRD 308980SEC# 801-118720Broomfield, CO
Reg. AUM
$171M
Employees
5
Accounts
199
Location
Broomfield, CO
About Cohesion Wealth Management
Cohesion Wealth Management is a holistic wealth management firm serving individuals, families, professionals, and business owners. It integrates tax strategy, investment management, estate planning, and income distribution in a coordinated advisor-led approach.
Summary based on the firm’s website.
Cohesion Wealth Management, LLC assets under management
Cohesion Wealth Management, LLC is an SEC-registered investment adviser based in Broomfield, CO. The firm has been registered since 2020. It reports $171 million in regulatory assets under management and employs 5 people.
Cohesion Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Joseph Sullivan Control | Managing Member, Cco | 25-50% | 2020 |
| Eric Veve Control | Managing Member | 50-75% | 2020 |
| Mark Steichen | Cpa | Under 5% | 2026 |
| Nikole Lyhn Larson | Partner/Operations Manager | 5-10% | 2026 |
Frequently asked questions
How much does Cohesion Wealth Management, LLC manage?
Cohesion Wealth Management, LLC reports $171 million in regulatory assets under management on its Form ADV.
How many employees does Cohesion Wealth Management, LLC have?
Cohesion Wealth Management, LLC reports 5 employees.
Where is Cohesion Wealth Management, LLC located?
Cohesion Wealth Management, LLC is based in Broomfield, CO and has been SEC-registered since 2020.
Does Cohesion Wealth Management, LLC disclose fund performance?
Cohesion Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 380 Interlocken Crescent, Suite 260, Broomfield, CO 80021 |
| Phone | 303-442-3670 |
| Fax | 303-442-1749 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171M▼ 25%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$171Mregulatory AUM
Discretionary $136.2MNon-discretionary $34.8M