| Name | Title | Ownership | Since |
|---|---|---|---|
| John Thomas Cooke Control | Chief Compliance Officer, Managing Member, President, Personal Financial Advisor | Over 75% | 2003 |
| Juliette Anne Cooke Control | Personal Financial Advisor, Vice President & Managing Member (since 03/2019) | 10-25% | 2017 |
Cooke Wealth Management, LLC reports $115.8 million in regulatory assets under management on its Form ADV.
Cooke Wealth Management, LLC reports 3 employees.
Cooke Wealth Management, LLC is based in Irvine, CA and has been SEC-registered since 2025.
Cooke Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18881 von Karman Ave., Suite 1420, Irvine, CA 92612 |
| Phone | 949-724-3880 |
| Fax | 949-200-4533 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2093659 |
| Discloses disciplinary history | No |
| Discretionary | $112.1M |
| Non-discretionary | $3.7M |
| Total (RAUM) | $115.8M |