Cohesion Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Cohesion Wealth Management reports 395 clients. They include 211 high-net-worth individuals, 153 individual clients, and 16 pension and profit-sharing plans. Of its assets, 79.7% ($136M across 155 accounts) are managed with discretion; $34.8M across 44 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 15% |
| High-net-worth individuals | 53% | 56% |
| Investment companies | <1% | <1% |
| Pension and profit-sharing plans | 4% | 17% |
| Charitable organizations | <1% | <1% |
| Other client typesCorporations and other businesses | 3% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 153 | $26.2M | 15.3% | $172K |
| High-net-worth individuals | 211 | $95M | 55.6% | $450K |
| Investment companies | 1 | $382K | 0.2% | $382K |
| Pension and profit-sharing plans | 16 | $28.7M | 16.8% | $1.8M |
| Charitable organizations | Fewer than 5 | $1.37M | 0.8% | $1.37M |
| Corporations and other businesses | 13 | $19.2M | 11.2% | $1.48M |
| Total | 395 | $171M | 100% | — |
- Clients
- 153
- Regulatory AUM
- $26.2M
- AUM share
- 15.3%
- Avg. per client
- $172K
- Clients
- 211
- Regulatory AUM
- $95M
- AUM share
- 55.6%
- Avg. per client
- $450K
- Clients
- 1
- Regulatory AUM
- $382K
- AUM share
- 0.2%
- Avg. per client
- $382K
- Clients
- 16
- Regulatory AUM
- $28.7M
- AUM share
- 16.8%
- Avg. per client
- $1.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.37M
- AUM share
- 0.8%
- Avg. per client
- $1.37M
- Clients
- 13
- Regulatory AUM
- $19.2M
- AUM share
- 11.2%
- Avg. per client
- $1.48M
Total
- Clients
- 395
- Regulatory AUM
- $171M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Cohesion Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Services
- Retirement plan flat advisory fees are generally negotiable and typically range from 0.25% to 0.80% of plan assets.
- Stand-Alone Financial Planning
- Stand-alone financial planning is fixed-fee or hourly, agreed in advance; fixed fees will not exceed $20,000 and hourly fees will not exceed $400 an hour.
Eric Veve owns 50% to 75% of Cohesion Wealth Management. It has 5 employees, 3 of them in advisory roles.
Leadership
Nikole LarsonPartner/Operations Manager
Bryan SullivanManaging Member, CCO
Eric VeveManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Cohesion Wealth Management, LLC
Eric Veve
Control person · since April 2020
- Owns 25% to 50% of Cohesion Wealth Management, LLC
Bryan Sullivan
Control person · since February 2020
- Owns 5% to 10% of Cohesion Wealth Management, LLC
Nikole Larson
since January 2026
Cohesion Wealth Management’s regulatory assets fell from $219M (March 2021) to $171M (September 2026); clients rose from 249 to 395 and employees fell from 8 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $171M | 395 | 5 | 1 |
| March 2025 | $228M | 325 | 8 | 1 |
| May 2024 | $217M | 272 | 13 | 1 |
| June 2023 | $205M | 263 | 12 | 1 |
| March 2022 | $255M | 266 | 11 | 1 |
| March 2021 | $219M | 249 | 8 | 1 |
Besides its headquarters, Cohesion Wealth Management has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 380 Interlocken Crescent, Suite 260, BroomfieldHQ
Contact and registration details
- Legal name
- Cohesion Wealth Management, LLC
- Headquarters
- 380 Interlocken Crescent, Suite 260, Broomfield, CO 80021
- Website
- cohesionwm.com
- Phone
- 303-442-3670
- SEC file
- 801-118720
- Structure
- Colorado LLC
- Fiscal year end
- December
Cohesion Wealth Management uses Charles Schwab ($171M) as custodian for its separately managed accounts. Cohesion Wealth Management has custody of $20.1M in client assets for 12 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $171M100%
At year end, Cohesion Wealth Management’s separately managed accounts were mostly in funds (59%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds59%
- Bonds1%
- Cash7%
How many clients does Cohesion Wealth Management have?
Cohesion Wealth Management has 395 clients and manages $171 million for them, as of September 2026. They include 211 high-net-worth individuals, 153 individual clients, and 16 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Cohesion Wealth Management offer?
Cohesion Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cohesion Wealth Management use?
Cohesion Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Cohesion Wealth Management have?
Cohesion Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cohesion Wealth Management invest in?
At the end of its last fiscal year, Cohesion Wealth Management’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 7% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cohesion Wealth Management?
Cohesion Wealth Management’s direct owners are Eric Veve (50% to 75%), Bryan Sullivan (25% to 50%) and Nikole Larson (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Cohesion Wealth Management get paid?
Cohesion Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cohesion Wealth Management?
Cohesion Wealth Management’s main office is at 380 Interlocken Crescent, Suite 260, Broomfield, CO 80021. Its phone number is 303-442-3670. Its website is cohesionwm.com.