Overview
Assets Under Management: $179 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 35
Average Client Assets: $5 million
Frequently Asked Questions
COOKSEN 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 #300451), COOKSEN WEALTH, LLC is subject to fiduciary duty under federal law.
COOKSEN WEALTH, LLC is headquartered in THE WOODLANDS, TX.
COOKSEN WEALTH, LLC serves 35 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, COOKSEN WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COOKSEN WEALTH, LLC manages $179 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, COOKSEN WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.28
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 319
Discretionary Accounts: 315
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 300451
Last Filing Date: 2025-02-21 00:00:00
Website: https://cooksenwealth.com