CogentBlue Wealth Advisors
Finance · Tennessee, United States · 1-10 Employees
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Overview
Headquarters
4533 Papermill Dr Ste 105, Knoxville, Te...Website
www.cogentbluewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About CogentBlue Wealth Advisors
CogentBlue Wealth Advisors offers integrated wealth advisory solutions tailored for families and individuals seeking more than traditional investment management. They prioritize a fiduciary standard, ensuring that clients' interests come first without hidden fees or commissions. Their services include developing comprehensive financial plans that adapt to clients' unique goals and life transitions, such as retirement or inheritance. The firm primarily serves high-net-worth individuals, including corporate executives, medical professionals, and entrepreneurs, focusing on responsible asset stewardship and meaningful financial outcomes.Explore more
CogentBlue Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
CogentBlue Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CogentBlue Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CogentBlue Wealth Advisors.
CogentBlue Wealth Advisors Tech Stack
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CogentBlue Wealth Advisors offers integrated wealth advisory solutions tailored for families and individuals seeking more than traditional investment management. They prioritize a fiduciary standard, ensuring that clients' interests come first without hidden fees or commissions. Their services include developing comprehensive financial plans that a... Read More
