Daniel Korleski
Cobalt Private Wealth · Colorado Springs, Colorado
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.
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Specialties
Facts
| Firm | Cobalt Private Wealth |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.4M across 71 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 2053083 |
| Exams passed | Series 63 (1990) · Series 65 (2012) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cobaltprivatewealth.com |
| Profile |
How Daniel's firm compares
- Cobalt Private Wealth's average account is about $343,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Cobalt Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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