Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
11yrs
Daniel Mauser
Financial advisor at Cosmos Wealth
Daniel Mauser has worked in the financial industry for 11 years and is a fiduciary financial advisor based in La Jolla, California. Daniel has been with Cosmos Wealth since 2026; before that, Daniel spent five years at TRU Independence Asset Management 2 and five years at IPG Investment Advisors. Cosmos Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and hourly fees.
One of 475 advisors with offices in La Jolla, and one of 436 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office7596 Eads Avenue, Suite 111, La Jolla, CA 92037
FirmCosmos Wealth
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.35 million
Advisors at the firm4
States licensed ?1 state
Services through Cosmos Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowCosmos Wealth, LLCCurrent firm
- 2021 – 2026TRU Independence Asset Management 2, LLCPreviously
- 2016 – 2021IPG Investment Advisors, LLCPreviously
Contact Daniel
(858) 290-3300Cosmos Wealth main office 7596 Eads Avenue, Suite 111La Jolla, CA 92037Office · Get directions Firm websitecosmoswealth.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Cosmos Wealth at (858) 290-3300 and ask for Daniel Mauser. Daniel works from the La Jolla, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cosmos Wealth reports being paid by a percentage of the assets they manage, hourly fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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