Cohesion Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$121,285,553
Clients
364
Advisors
4
across 2 offices
About
Cohesion Wealth Management serves individuals (including high-net-worth clients), families, foundations, trusts, estates, employer-sponsored retirement plans, charitable organizations, and certain corporate and institutional clients. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory and consulting services, and implements portfolios through in‑house management, third‑party money managers, and separately managed account platforms.
The firm’s investment process emphasizes aligning portfolios with clients’ values and risk tolerances, diversification across asset classes, and tactical adjustments informed by its assessment of broader market cycles; Cohesion uses tools such as Nitrogen for risk profiling and MoneyGuide Pro for planning. It also conducts due diligence on alternative investments and digital assets and limits such recommendations to clients who meet sophistication or accreditation criteria, while monitoring these positions and integrating them into clients’ overall plans.
Uncommonly for a firm of its size, Cohesion has institutional pension/plan consulting capabilities and offers ERISA 3(21) and 3(38) plan services using systems such as the ScorecardSM from Retirement Plan Advisory Group. The firm also discloses affiliated business relationships—including related entities used for tax and insurance services—and routinely works with or recommends other investment advisers and third‑party managers (Envestnet, SmartX, Prosperity Capital), reflecting an adviser model that combines direct management with outsourced expertise and specialized client services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Standalone financial planning fixed fees up to $20,000; retirement plan advisory flat fees negotiated and typically 0.25% to 0.80% of assets.
$0+: up to 1.75% annually (maximum annual advisory fee) $0+: up to 2.50% annually total fee with Third Party Money Manager included
Insurance products sales generate commissions separately from advisory fees.
Financial planning hourly fees up to $400/hour.
Account minimum: $100,000 Fee-only: Investment management fees up to 1.75%; standalone financial planning fixed fees up to $20,000 or hourly fees up to $400/hour.
Main office
See office380 Interlocken Crescent, Suite 260
Broomfield CO 80021
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Hawaii · Indiana · Louisiana · Minnesota · Nebraska · Nevada · New Hampshire · Texas · Wyoming
Also doing business as
Cohesion Wealth Management, LLC · Epiqwest Culver Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Ronald B
Series 63, Series 65
Rosemount, MN
Cohesion Wealth Management, LLC
Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Epiqwest Corporation. Outside of advisory work, he is also an insurance producer specializing in fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves a diverse client base including individuals, families, foundations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment process focuses on aligning portfolios with client values and risk tolerances, employing both in-house and third-party managers, and offering institutional pension consulting capabilities.
Eric V
Series 66
Broomfield, CO
Cohesion Wealth Management, LLC
Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.
Bryan S
CFP®, Series 66
Broomfield, CO
Cohesion Wealth Management, LLC
Bryan Sullivan is a CFP® with 19 years of industry experience, currently serving at Cohesion Wealth Management, LLC since 2020. He also has experience with Asset Exchange and American Portfolios Financial Service, Inc., among other firms. Outside of investment advisory, he is involved in marketing through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, foundations, trusts, and institutional clients. The firm utilizes a diversified, values-based investment approach with tactical adjustments and offers specialized pension and plan consulting services uncommon for its size.
Nikole L
Series 65
Broomfield, CO
Cohesion Wealth Management, LLC
Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with nine years at the firm and four years of industry experience. She holds a Series 65 designation and has provided bookkeeping and accounting services as an independent contractor outside of investment advising. Cohesion Wealth Management serves individuals, families, foundations, trusts, estates, retirement plans, charitable organizations, and institutional clients with discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes client alignment, diversification, tactical market adjustments, and integrates both in-house and third-party management, including unique capabilities in institutional pension consulting.
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