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).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Cooke Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John T. Cooke
CRD#: 1454292
18881 Von Karman Ave., Suite 1420, Irvine, CA 92612

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 A. Cooke
CRD#: 6744974
18881 Von Karman Ave., Suite 1420, Irvine, CA 92612

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.