La Jolla, CA Office
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Cosmos Wealth, LLC
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About
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.
Based on Cosmos Wealth, LLC
Expertise
Based on Cosmos Wealth, LLC
Location
7596 Eads Avenue, Suite 111
La Jolla CA 92037
Advisors at this office
3
Advisors at this office
Daniel M
Series 63, Series 66
La Jolla, CA
Cosmos Wealth, LLC
Daniel Mauser is a financial advisor at Cosmos Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rely Wealth Partners, TRU Independence Asset Management 2, and Investment Placement Group. Cosmos Wealth is an SEC-registered investment adviser providing discretionary investment management, comprehensive financial planning, and hourly consulting. The firm uses a mix of active and passive investment techniques, focusing on individualized client profiles and continuous portfolio monitoring, and primarily serves larger or qualified-purchaser relationships.
Robert R
Series 66
La Jolla, CA
Cosmos Wealth, LLC
Robert Robinson is a Series 66–licensed financial advisor with 11 years of industry experience. He currently works at Cosmos Wealth, LLC, having joined the firm in 2026 after roles at tru Independence Asset Management 2, LLC, Rely Wealth, Checchi Capital Advisers, LLC, Boston Private Wealth LLC, and Oppenheimer. Cosmos Wealth is an SEC-registered investment adviser managing approximately $191 million in discretionary assets. The firm serves primarily larger or non-typical retail clients and uses a combination of active and passive investment approaches, including fundamental, technical, and trend-following analysis, with a focus on individualized client profiles and continuous portfolio monitoring.
Jeremy K
Series 66
La Jolla, CA
Cosmos Wealth, LLC
Jeremy Keating is a financial advisor at Cosmos Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors and Osaic Advisory Services. Cosmos Wealth, LLC is an SEC-registered investment adviser offering discretionary investment management, financial planning, and hourly consulting. The firm employs a blend of active and passive investment techniques and serves primarily larger or non-typical retail clients through individualized portfolio management.
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