Cooke Wealth Management, LLC
Cooke Wealth Management, LLC (CRD# 127309) is a financial advisory firm headquartered in Irvine, CA. They manage $101,782,721 in 260 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management102MILLION
-
Total Number of Accounts260ACCOUNTS
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Average Account Value$391,472
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Cooke Wealth Management, LLC
1
John Cooke (CRD# 1454292) is an Investment Advisor Representative working at Cooke Wealth Management, LLC in Irvine, CA and has over 30 years of experience in the finance industry.
2
Juliette Cooke (CRD# 6744974) is an Investment Advisor Representative working at Cooke Wealth Management, LLC in Irvine, CA and has 1 year of experience in the finance industry.
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