COOK WEALTH, LLC

CRD #170372 SEC #801-79160 RALEIGH, NC (919) 784-9100

SEC Registered

Total AUM

$529.4M

Discretionary

$529.4M

Employees

Clients

Accounts

1,422

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 26, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COOK, BRIAN, J.	I	EXECUTIVE CHAIRMAN	NA	Control
DESHAYES, JASON, MILES	I	CHIEF EXECUTIVE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOFFMAN, KIMBERLY, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	CHIEF EXECUTIVE OFFICER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	OWNER	E	Control
COOK, BRIAN, J.	I	CHIEF EXECUTIVE OFFICER	E	Control
COOK, BRIAN, J.	I	EXECUTIVE CHAIRMAN	E	Control
COOK, BRIAN, J.	I	CHIEF EXECUTIVE OFFICER	E	Control
NOH, LLC	DE	OWNER	E
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	FOUNDING PARTNER AND WEALTH ADVISOR	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, JON, KEITH	I	MANAGING MEMBER	D	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	CHIEF COMPLIANCE OFFICER, MANAGING PARTNER AND WEALTH ADVISOR	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
COOK, BRIAN, J.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
DESHAYES, JASON, MILES	I	CHIEF OPERATING OFFICER	B	Control
DESHAYES, JASON, MILES	I	CHIEF OPERATING OFFICER	B	Control
DESHAYES, JASON, MILES	I	CHIEF EXECUTIVE OFFICER	B	Control
DESHAYES, JASON, MILES	I	CHIEF OPERATING OFFICER	B	Control
SERVUS CORDE, LLC	DE	OWNER	B

Registrations

Federal

Feb 26, 2025 REGISTERED

Notice Filings (15)

CA CO FL GA MA MD NC NH NJ NM NY PA SC TX VA

Address

4101 LAKE BOONE TRAIL
SUITE 200
RALEIGH, NC 27607
United States

Phone: (919) 784-9100