Erika Wolek
Cohen Capital · Palm Beach Gardens, Florida
Erika Wolek is a fee-only financial advisor at Cohen Capital in Palm Beach Gardens, Florida, who holds the CFP credential. Cohen Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Erika →
Facts
| Firm | Cohen Capital |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.10B across 1,478 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6464160 |
| Exams passed | Series 66 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | coheninvest.com |
| Profile |
How Erika's firm compares
- Cohen Capital's average account is about $745,000, from its Form ADV (assets managed divided by 1,478 accounts).
Request an introduction to Erika
Tell Erika a little about what you're looking for. Erika isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Erika
Is Erika Wolek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erika holds no broker registration, and Cohen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erika charge for financial advice?
Erika's firm, Cohen Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Erika Wolek based?
Erika Wolek is based in Palm Beach Gardens, Florida.
What credentials does Erika Wolek hold?
Erika Wolek holds the CFP credential.
Is Erika Wolek registered with the SEC?
Yes. Erika Wolek is registered as an investment adviser representative in FL (CRD 6464160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cohen Capital manage?
Cohen Capital reports $1.10B across 1,478 accounts in assets under management.
How do I contact Erika Wolek?
Through Erika's website, coheninvest.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
- 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.
See something wrong? Request a correction. Read our methodology.