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Cooksen Wealth, LLC

● SEC registered since 2023CRD 300451SEC# 801-128131The Woodlands, TX
Export (members)
Reg. AUM
$178.9M
Employees
3
Accounts
319
Location
The Woodlands, TX

Cooksen Wealth, LLC assets under management

Cooksen Wealth, LLC is a registered investment adviser overseen by the SEC based in The Woodlands, TX. The firm has been registered since 2023. It reports $178.9 million in regulatory assets under management and employs 3 people.
www.cooksenwealth.comView on SEC.gov ↗

Cooksen Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Lindsey Maynard Cooksen ControlManaging Member And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Cooksen Wealth, LLC manage?

Cooksen Wealth, LLC reports $178.9 million in regulatory assets under management on its Form ADV.

How many employees does Cooksen Wealth, LLC have?

Cooksen Wealth, LLC reports 3 employees.

Where is Cooksen Wealth, LLC located?

Cooksen Wealth, LLC is based in The Woodlands, TX and has been SEC-registered since 2023.

Does Cooksen Wealth, LLC disclose fund performance?

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

Contact & registration

Address1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380
Phone(832) 592-2554
Fax(832) 592-2553
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$176.5M
Non-discretionary$2.4M
Total (RAUM)$178.9M