COOKSEN WEALTH, LLC
CRD #300451 SEC #801-128131 THE WOODLANDS, TX (832) 592-2554
SEC Registered
Total AUM
$178.9M
Discretionary
$176.5M
Employees
3
Clients
26
Accounts
319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $178.9M | $176.5M | $2.4M | 3 | 0 |
| Feb 2025 | $178.9M | $176.5M | $2.4M | 3 | 0 |
| Jun 2024 | $141.9M | $141.6M | $334.8K | 3 | 0 |
| Mar 2024 | $141.9M | $141.6M | $334.8K | 3 | 0 |
| Jun 2023 | $115.1M | $111.8M | $3.2M | 3 | 1 |
| May 2023 | $115.1M | $111.8M | $3.2M | 3 | 1 |
DateFeb 2025
Total AUM$178.9M
Discretionary$176.5M
Non-Disc.$2.4M
Employees3
Clients0
DateFeb 2025
Total AUM$178.9M
Discretionary$176.5M
Non-Disc.$2.4M
Employees3
Clients0
DateJun 2024
Total AUM$141.9M
Discretionary$141.6M
Non-Disc.$334.8K
Employees3
Clients0
DateMar 2024
Total AUM$141.9M
Discretionary$141.6M
Non-Disc.$334.8K
Employees3
Clients0
DateJun 2023
Total AUM$115.1M
Discretionary$111.8M
Non-Disc.$3.2M
Employees3
Clients1
DateMay 2023
Total AUM$115.1M
Discretionary$111.8M
Non-Disc.$3.2M
Employees3
Clients1