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Managing Member · Cosmos Wealth, LLC

Jeremy L. Keating

CRD 4591177 · Named on Form ADV at one SEC-registered adviser

At a glance

Cosmos Wealth, LLC, an SEC-registered wealth manager based in La Jolla, CA with $191 million in regulatory assets, lists Jeremy L. Keating on its Form ADV as Managing Member, a control person.

Firms and roles

  • Cosmos Wealth, LLCManaging MemberWealth manager · La Jolla, CA · $191M in regulatory assets

AtlasMembers

Jeremy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.