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Building 2COOKSEN WEALTH, LLC

Map pinTHE WOODLANDS, TX
Phone(832) 592-2554
NotebookSEC #801-128131
Total AUM
$206.2M
Employees
3
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1790 HUGHES LANDING BOULEVARD
SUITE 400
THE WOODLANDS
TX 77380
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(832) 592-2554

ReceiptFinancials

Total AUM
$206.2M
Accounts
331
Discretionary
$201.8M
Accounts
324
Non-Discretionary
$4.4M
Accounts
7

ContactClients

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Individual Clients
8
AUM
$2.2M
HNW Individual Clients
38
AUM
$204.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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