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Cosmos Wealth LLC

EST. AUM
$191,452,317

CONTACTS

CLIENT ACCOUNTS
135

Firm Details

Metro area San Diego
CRD Number 341781
Website cosmoswealth.com
Client types

Overview

Cosmos Wealth is a multi-family office serving ultra-high-net-worth families primarily in the New York metropolitan area. The firm provides investment management, estate planning coordination, family governance support, manager selection, and direct investment opportunities. Its model combines traditional advisory services with access to private market investments, including private equity, venture capital, and private real estate opportunities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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