COOKE WEALTH MANAGEMENT, LLC

Phone

949-724-3880

Fax

949-200-4533

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$136.9M

Discretionary AUM

$132.6M

Team

3 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-02

Disciplinary history

No