|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cook Wealth LLC
✚
|
|
|---|---|
| CRD # | 170372 |
| SEC # | 801-79160 |
| CIK # | 0001910185 |
| AUM | $529.4 M (2025-02-26) |
| Employees | 29 (38% Investors, 0% Brokers) |
| Phone | 919-784-9100 |
| Address | 4101 Lake Boone Trail Raleigh, NC 27607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 54.8 |
| (b) Individuals (high net worth individuals) | 159 | 471.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,422 | 529.4 |
| By Discretionary | ||
| Discretionary | 1,422 | 529.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,422 | 529.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 529.2 | |
| Total | 1,422 | 529.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910185] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cresta Advisors Ltd
✚
|
TX | 0.5 |
|
Meridian Investment Advisors Inc
✚
|
IN | 0.5 |
|
Aries Wealth Management LLC
✚
|
ME | 0.5 |
|
Grand Wealth Management LLC
✚
|
MI | 0.5 |
|
Mystic Asset Management Inc
✚
|
RI | 0.5 |
|
MFA Wealth Advisors LLC
✚
|
PA | 0.5 |
|
Kickstand Ventures LLC
✚
|
NY | 0.5 |
|
Optimum Quantvest Corporation
✚
|
TX | 0.5 |
|
Impact Capital Partners LLC
✚
|
CO | 0.5 |
|
RDL Financial Inc
✚
|
VA | 0.5 |