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COOKE WEALTH MANAGEMENT, LLC

IRVINE, CA · CRD 127309 · IAPD ↗ · cookewm.com · 949-724-3880

$136.9MRegulatory AUM
2Advisory reps
3Employees
7Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — COOKE WEALTH MANAGEMENT, LLC (IRVINE, CA) is newly SEC-registered with $115.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.