Overview
Assets Under Management: $137 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Frequently Asked Questions
COOKE WEALTH MANAGEMENT, 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 #127309), COOKE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COOKE WEALTH MANAGEMENT, LLC is headquartered in IRVINE, CA.
COOKE WEALTH MANAGEMENT, LLC serves 44 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, COOKE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
COOKE WEALTH MANAGEMENT, LLC manages $137 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, COOKE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 303
Discretionary Accounts: 294
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 127309
Filing ID: 2045724
Last Filing Date: 2026-02-02 15:15:10