Cooke Wealth Management, LLC

Cooke Wealth Management, LLC (CRD# 127309) is a financial advisory firm headquartered in Newport Beach, CA. They manage $53,313,574 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $291,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cooke Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Juliette A. Cooke
CRD#: 6744974
4041 Macarthur Blvd, Suite 320, Newport Beach, CA 92660
90
Wealthminder
score

Juliette Cooke (CRD# 6744974) is an Investment Advisor Representative working at Cooke Wealth Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry. Juliette Cooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John T. Cooke
CRD#: 1454292
4041 Macarthur Blvd., Suite 320, Newport Beach, CA 92660
86
Wealthminder
score

John Cooke (CRD# 1454292) is an Investment Advisor Representative working at Cooke Wealth Management, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry. John Cooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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