# Daniel Korleski

> Daniel Korleski is a fee-only financial advisor at Cobalt Private Wealth in Colorado Springs, Colorado. Daniel focuses on estate & legacy planning. Cobalt Private Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-korleski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cobalt Private Wealth
- **Based in:** Colorado Springs, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $24.4M across 71 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 2053083 (https://adviserinfo.sec.gov/individual/summary/2053083)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1990), Series 65 (2012), Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.cobaltprivatewealth.com

## Frequently asked questions

### Is Daniel Korleski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Cobalt Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Cobalt Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Korleski based?

Daniel Korleski is based in Colorado Springs, Colorado.

### What does Daniel specialize in?

Daniel's specialties include estate & legacy planning.

### Is Daniel Korleski registered with the SEC?

Yes. Daniel Korleski is registered as an investment adviser representative in CO and TX (CRD 2053083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cobalt Private Wealth manage?

Cobalt Private Wealth reports $24.4M across 71 accounts in assets under management.

### How do I contact Daniel Korleski?

Through Daniel's website, www.cobaltprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2053083): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cobaltprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.