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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOKSEN, LINDSEY, MAYNARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (4)
CA CO FL TX
Address
1790 HUGHES LANDING BOULEVARDSUITE 400
THE WOODLANDS, TX 77380
United States
Phone: (832) 592-2554