COOK WEALTH, LLC
CRD #170372 SEC #801-79160 RALEIGH, NC (919) 784-9100
SEC Registered
Total AUM
$529.4M
Discretionary
$529.4M
Employees
29
Clients
26
Accounts
1,422
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $529.4M | $529.4M | $0 | 29 | 0 |
| Jul 2024 | $475M | $475M | $0 | 25 | 0 |
| May 2024 | $475M | $475M | $0 | 25 | 0 |
| Apr 2024 | $475M | $475M | $0 | 25 | 0 |
| Mar 2024 | $475M | $475M | $0 | 25 | 0 |
| Dec 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Nov 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Nov 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Nov 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Oct 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Sep 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Aug 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Aug 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Jun 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| May 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Mar 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Feb 2023 | $404.2M | $404.2M | $0 | 14 | 0 |
| Dec 2022 | $456.3M | $456.3M | $0 | 15 | 0 |
| Nov 2022 | $456.3M | $456.3M | $0 | 15 | 0 |
| Sep 2022 | $456.3M | $456.3M | $0 | 15 | 0 |
| Jun 2022 | $456.3M | $456.3M | $0 | 15 | 0 |
| Apr 2022 | $456.3M | $456.3M | $0 | 15 | 0 |
| Mar 2022 | $456.3M | $456.3M | $0 | 15 | 0 |
| Feb 2022 | $405.4M | $405.4M | $0 | 14 | 0 |
| Dec 2021 | $405.4M | $405.4M | $0 | 14 | 0 |
| Mar 2021 | $405.4M | $405.4M | $0 | 14 | 0 |
| Sep 2020 | $375.9M | $375.9M | $0 | 14 | 0 |
| Jul 2020 | $375.9M | $375.9M | $0 | 14 | 0 |
| Jun 2020 | $375.9M | $375.9M | $0 | 14 | 0 |
| Mar 2020 | $375.9M | $375.9M | $0 | 14 | 0 |
| Nov 2019 | $302.8M | $302.8M | $0 | 12 | 0 |
| May 2019 | $302.8M | $302.8M | $0 | 12 | 0 |
| Mar 2019 | $302.8M | $302.8M | $0 | 12 | 0 |
| Nov 2018 | $325.3M | $307.4M | $17.9M | 8 | 0 |
| Sep 2018 | $325.3M | $307.4M | $17.9M | 8 | 0 |
| Mar 2018 | $325.3M | $307.4M | $17.9M | 8 | 0 |
| Sep 2017 | $289.6M | $254.6M | $35M | 8 | 300 |
| Apr 2017 | $289.6M | $254.6M | $35M | 8 | 300 |
| Mar 2017 | $289.6M | $254.6M | $35M | 7 | 300 |
| Sep 2016 | $258.8M | $220.4M | $38.4M | 8 | 200 |
| May 2016 | $258.8M | $220.4M | $38.4M | 8 | 200 |
| Feb 2016 | $258.8M | $220.4M | $38.4M | 8 | 200 |
| Jun 2015 | $237.7M | $237.7M | $0 | 9 | 300 |
| Apr 2015 | $237.7M | $237.7M | $0 | 9 | 300 |
| Mar 2015 | $245.4M | $217.3M | $28.1M | 9 | 300 |
| Apr 2014 | $220M | $220M | $0 | 5 | 200 |
| Mar 2014 | $0 | $0 | $0 | 5 | 0 |
| Feb 2014 | $0 | $0 | $0 | 5 | 0 |
| Feb 2014 | $0 | $0 | $0 | 5 | 0 |
| Feb 2014 | $0 | $0 | $0 | 5 | 0 |
| Jan 2014 | $0 | $0 | $0 | 5 | 0 |
| Jan 2014 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$529.4M
Discretionary$529.4M
Non-Disc.$0
Employees29
Clients0
DateJul 2024
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees25
Clients0
DateMay 2024
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees25
Clients0
DateApr 2024
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees25
Clients0
DateDec 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateSep 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateAug 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateAug 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateJun 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateMay 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateFeb 2023
Total AUM$404.2M
Discretionary$404.2M
Non-Disc.$0
Employees14
Clients0
DateDec 2022
Total AUM$456.3M
Discretionary$456.3M
Non-Disc.$0
Employees15
Clients0
DateNov 2022
Total AUM$456.3M
Discretionary$456.3M
Non-Disc.$0
Employees15
Clients0
DateSep 2022
Total AUM$456.3M
Discretionary$456.3M
Non-Disc.$0
Employees15
Clients0
DateJun 2022
Total AUM$456.3M
Discretionary$456.3M
Non-Disc.$0
Employees15
Clients0
DateApr 2022
Total AUM$456.3M
Discretionary$456.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$456.3M
Discretionary$456.3M
Non-Disc.$0
Employees15
Clients0
DateFeb 2022
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees14
Clients0
DateDec 2021
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees14
Clients0
DateSep 2020
Total AUM$375.9M
Discretionary$375.9M
Non-Disc.$0
Employees14
Clients0
DateJul 2020
Total AUM$375.9M
Discretionary$375.9M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$375.9M
Discretionary$375.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$375.9M
Discretionary$375.9M
Non-Disc.$0
Employees14
Clients0
DateNov 2019
Total AUM$302.8M
Discretionary$302.8M
Non-Disc.$0
Employees12
Clients0
DateMay 2019
Total AUM$302.8M
Discretionary$302.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$302.8M
Discretionary$302.8M
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$325.3M
Discretionary$307.4M
Non-Disc.$17.9M
Employees8
Clients0
DateSep 2018
Total AUM$325.3M
Discretionary$307.4M
Non-Disc.$17.9M
Employees8
Clients0
DateMar 2018
Total AUM$325.3M
Discretionary$307.4M
Non-Disc.$17.9M
Employees8
Clients0
DateSep 2017
Total AUM$289.6M
Discretionary$254.6M
Non-Disc.$35M
Employees8
Clients300
DateApr 2017
Total AUM$289.6M
Discretionary$254.6M
Non-Disc.$35M
Employees8
Clients300
DateMar 2017
Total AUM$289.6M
Discretionary$254.6M
Non-Disc.$35M
Employees7
Clients300
DateSep 2016
Total AUM$258.8M
Discretionary$220.4M
Non-Disc.$38.4M
Employees8
Clients200
DateMay 2016
Total AUM$258.8M
Discretionary$220.4M
Non-Disc.$38.4M
Employees8
Clients200
DateFeb 2016
Total AUM$258.8M
Discretionary$220.4M
Non-Disc.$38.4M
Employees8
Clients200
DateJun 2015
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees9
Clients300
DateApr 2015
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees9
Clients300
DateMar 2015
Total AUM$245.4M
Discretionary$217.3M
Non-Disc.$28.1M
Employees9
Clients300
DateApr 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0