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COOKSEN WEALTH, LLC

THE WOODLANDS, TX · CRD 300451 · IAPD ↗ · cooksenwealth.com · (832) 592-2554

$206.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — COOKSEN WEALTH, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — COOKSEN WEALTH, LLC reported RAUM up 26% ($141.9M -> $178.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2024 — COOKSEN WEALTH, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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