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Cook Wealth, LLC

CRD 170372SEC# 801-79160Raleigh, NC
Export (members)
No longer SEC-registered. Cook Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$529.4M
Employees
29
Accounts
1,422
Location
Raleigh, NC

Cook Wealth, LLC assets under management

Cook Wealth, LLC is an SEC-registered investment adviser based in Raleigh, NC. It reports $529.4 million in regulatory assets under management and employs 29 people.
View on SEC.gov ↗

Cook Wealth, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian J. Cook ControlExecutive ChairmanUnder 5%2024
Jason Miles Deshayes ControlChief Executive OfficerUnder 5%2024
Kimberly Ann Hoffman ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Cook Wealth, LLC manage?

Cook Wealth, LLC reports $529.4 million in regulatory assets under management on its Form ADV.

How many employees does Cook Wealth, LLC have?

Cook Wealth, LLC reports 29 employees.

Where is Cook Wealth, LLC located?

Cook Wealth, LLC is based in Raleigh, NC.

Does Cook Wealth, LLC disclose fund performance?

Cook Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607
Office hours9:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$529.4M
Non-discretionary$0
Total (RAUM)$529.4M