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Building 2COOKE WEALTH MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-724-3880
NotebookSEC #801-67551
Total AUM
$35.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4695 MACARTHUR COURT
SUITE 480
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00AM - 4:00 PM
Monday - Friday
Phone
949-724-3880

ReceiptFinancials

Total AUM
$35.8M
Accounts
119
Discretionary
$23.9M
Accounts
63
Non-Discretionary
$11.9M
Accounts
56

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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