Cohesion Wealth Management, LLC logo

Cohesion Wealth Management, LLC

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Client assets under management

$121,285,553

Clients

364

58% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

91

High

Average account size

$333,202

About

Cohesion Wealth Management provides investment management and financial planning to a mix of individual and institutional clients, including high‑net‑worth individuals, foundations, trusts, estates, charitable organizations, and employer‑sponsored retirement plans. Services cover discretionary and non‑discretionary portfolio management, stand‑alone and integrated financial planning, and retirement plan consulting and implementation support.

The firm uses a planning‑first process to set objectives and then builds portfolios using a combination of stocks, bonds, ETFs, mutual funds, third‑party managers and, when appropriate, alternative investments; it supplements client risk assessment with third‑party tools such as Nitrogen and delivers consolidated reporting via platforms like MoneyGuide Pro and Black Diamond. Cohesion implements tactical allocation views informed by its “Market Season” framework, and leverages platform programs (Envestnet Private Wealth Management and SmartX UMA) or TPMMs to execute customized strategies.

Several operational and service features distinguish Cohesion from many peers: it maintains affiliated entities for tax/marketing and insurance services, licenses the ScorecardSM system for retirement plan fund analysis, and provides ERISA 3(21)/3(38) plan fiduciary and consulting services. The firm also documents a capacity to access and advise on alternative investments and digital assets for qualified clients, uses standing letters of authorization that affect custody procedures, and routinely integrates third‑party manager relationships—characteristics that are less typical for teams of comparable size.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Up to $20,000 for stand-alone financial planning

Project-based

Up to $400/hour for stand-alone financial planning

Other

Account minimum: $100,000

Main office location

Cohesion Wealth Management, LLC

370 Interlocken Blvd.,, Suite 290

Broomfield CO 80021, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Hawaii · Indiana · Louisiana · Minnesota · Nebraska · Nevada · New Hampshire · Texas · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ronald B

Series 63, Series 65

Broomfield, CO

Cohesion Wealth Management, LLC

Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Epiqwest Culver Wealth Advisors LLC and American Portfolios Financial Services, Inc. Outside of advisory work, he is involved in insurance sales, including fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves individuals, high-net-worth clients, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm combines client-focused planning with quantitative tools and tactical allocation strategies, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Eric V

Series 66

Broomfield, CO

Cohesion Wealth Management, LLC

Eric Veve is a financial advisor with Cohesion Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Epiqwest Culver Wealth Advisors, Asset Advisors Corp, and American Portfolios Financial Services. Outside of his advisory role, he is a partner in a THC-free hemp farming business, GEMJ Inc. Cohesion Wealth Management provides investment management and financial planning to individuals, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm employs quantitative tools and tactical allocation strategies, offering discretionary and non-discretionary portfolio management alongside integrated financial planning.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

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. He has held roles at Epiqwest Culver Wealth Advisors, Asset Exchange, American Portfolios Financial Service, Inc., and Epiqwest Investment Corporation. Outside of his advisory work, he is involved in marketing and discussions related to trust structures through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management and financial planning services to individuals, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm integrates client-focused planning with quantitative tools and tactical allocation, and it offers pension consulting and ERISA plan fiduciary services alongside its investment management.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Nikole L

Series 65

Broomfield, CO

Cohesion Wealth Management, LLC

Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Epiqwest Financial Corporation since 2017. In addition to her advisory role, she provides bookkeeping and accounting services as an independent contractor. Cohesion Wealth Management offers investment management and financial planning to individuals, high-net-worth clients, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm combines client-focused planning with quantitative tools and tactical allocation decisions, and it provides pension consulting and ERISA plan fiduciary services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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