Overview
Assets Under Management: $529 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 159
Average Client Assets: $3 million
Frequently Asked Questions
COOK WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170372), COOK WEALTH, LLC is subject to fiduciary duty under federal law.
COOK WEALTH, LLC is headquartered in RALEIGH, NC.
COOK WEALTH, LLC serves 159 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, COOK WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
COOK WEALTH, LLC manages $529 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, COOK WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,422
Discretionary Accounts: 1,422
Regulatory Filings
CRD Number: 170372
Last Filing Date: 2025-02-26 00:00:00
Website: https://cookwealth.com