Cooke Wealth Management, LLC
Cooke Wealth Management, LLC is an SEC-registered wealth manager in Irvine, CA with $136.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Cooke Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127309, SEC 801-132264, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $136.9M (2026-02-02)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 3
- Clients
- 114
- CRD
- 127309
- Ownership
- COOKE, JOHN, THOMAS; Cooke, Juliette, Anne
How much AUM does Cooke Wealth Management, LLC have?
Cooke Wealth Management, LLC reported $136.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Cooke Wealth Management, LLC?
Disclosed owners and executives of Cooke Wealth Management, LLC include COOKE, JOHN, THOMAS, Cooke, Juliette, Anne. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.