← Back to searchVisit website
COOKSEN WEALTH, LLC
CRD 300451 · SEC 801-128131
1790 HUGHES LANDING BOULEVARD, SUITE 400, THE WOODLANDS, TX, 77380, United States
Phone
(832) 592-2554
Fax
(832) 592-2553
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.2M
Discretionary AUM
$201.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.2M |
| High net worth individuals | 38 | $204.1M |
States served
CA, CO, VA, TX
All web addresses on file
Official SEC filing: View on IAPD