COOKE WEALTH MANAGEMENT, LLC
CRD #127309 SEC #801-132264 IRVINE, CA 949-724-3880
SEC Registered
Total AUM
$115.8M
Discretionary
$112.1M
Employees
3
Clients
25
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $115.8M | $112.1M | $3.7M | 3 | 4 |
| Feb 2025 | $115.8M | $112.1M | $3.7M | 3 | 4 |
| Feb 2012 | $35.8M | $23.9M | $11.9M | 1 | 26 |
| Jan 2012 | $35.8M | $23.9M | $11.9M | 1 | 26 |
| Jan 2012 | $35.8M | $23.9M | $11.9M | 1 | 26 |
| May 2010 | $35.8M | $22.3M | $13.5M | 5 | -- |
| Mar 2010 | $33.4M | $21.1M | $12.3M | 5 | -- |
| Feb 2007 | $32.2M | $13.2M | $19M | 5 | -- |
| Jan 2007 | $32.2M | $13.2M | $19M | 5 | -- |
DateJun 2025
Total AUM$115.8M
Discretionary$112.1M
Non-Disc.$3.7M
Employees3
Clients4
DateFeb 2025
Total AUM$115.8M
Discretionary$112.1M
Non-Disc.$3.7M
Employees3
Clients4
DateFeb 2012
Total AUM$35.8M
Discretionary$23.9M
Non-Disc.$11.9M
Employees1
Clients26
DateJan 2012
Total AUM$35.8M
Discretionary$23.9M
Non-Disc.$11.9M
Employees1
Clients26
DateJan 2012
Total AUM$35.8M
Discretionary$23.9M
Non-Disc.$11.9M
Employees1
Clients26
DateMay 2010
Total AUM$35.8M
Discretionary$22.3M
Non-Disc.$13.5M
Employees5
Clients--
DateMar 2010
Total AUM$33.4M
Discretionary$21.1M
Non-Disc.$12.3M
Employees5
Clients--
DateFeb 2007
Total AUM$32.2M
Discretionary$13.2M
Non-Disc.$19M
Employees5
Clients--
DateJan 2007
Total AUM$32.2M
Discretionary$13.2M
Non-Disc.$19M
Employees5
Clients--