A complete list of active advisors currently associated with Cosmos Wealth, LLC
Warmer can help you find a great advisor at Cosmos Wealth, LLC or one who fits your needs even better.
Cosmos Wealth is a recently formed SEC-registered investment adviser that provides discretionary investment management and comprehensive financial planning, and also offers hourly consulting for project-based engagements. The firm’s September 15, 2026 filing reports about $191.45 million in regulatory assets under management, all managed on a discretionary basis. Investment decisions draw from a mix of active and passive techniques, including fundamental, technical, charting, relative-strength and trend-following (200‑day average) analysis, and may incorporate options, alternative investments, venture capital, tactical asset allocation, and the use of cash or margin as part of portfolio construction and risk management. Cosmos emphasizes individualized client profiles and continuous portfolio monitoring, using both long-term holdings and shorter-term tactical adjustments when warranted. Compared with many peers, Cosmos positions itself toward larger or non‑typical retail relationships by imposing account requirements while maintaining an hourly consulting pathway for smaller or one-off needs, suggesting a client mix more oriented to institutional or qualified-purchaser relationships rather than mass-market retail accounts. The firm is small and newly established, manages all RAUM on a discretionary basis, and discloses advisers’ outside business activities (including insurance licenses and dual registrations) and its custodial relationships with Pershing and Schwab, all of which are addressed through its supervisory policies.
To learn more about the advisors currently working at Cosmos Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Cosmos Wealth, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Glendora, CA
| 8
| |
La Jolla, CA
| 22
| |
La Jolla, CA
| 11
| |
La Jolla, CA
| 11
|
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