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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cooke Wealth Management LLC
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|---|---|
| CRD # | 127309 |
| SEC # | 801-132264 |
| CIK # | |
| AUM | $115.8 M (2025-06-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-724-3880 |
| Address | 18881 von Karman Ave Irvine, CA 92612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 23.4 |
| (b) Individuals (high net worth individuals) | 39 | 87.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 115.8 |
| By Discretionary | ||
| Discretionary | 283 | 112.1 |
| Non-Discretionary | 9 | 3.7 |
| Total | 292 | 115.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.8 | |
| Total | 292 | 115.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Capital Management LLC
✚
|
IL | 0.1 |
|
Harbor Hills Inc
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CA | 0.1 |
|
Chipser Wealth Management LLC
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FL | 0.1 |
|
Millenia Financial Partners LLC
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|
0.1 | |
|
Spark Financial Advisors LLC
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|
VA | 0.1 |
|
Legacy Financial Advisors LLC
✚
|
0.1 | |
|
McMahan Capital Management LLC
✚
|
IN | 0.1 |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 0.1 |
|
Alessandra Capital Management LLC
✚
|
CA | 0.1 |
|
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |