COOKE WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 127309). Regulatory assets under management: $136.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| John Thomas Cooke | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, PRESIDENT, PERSONAL FINANCIAL ADVISOR | — |
| Juliette Anne Cooke | PERSONAL FINANCIAL ADVISOR, VICE PRESIDENT & MANAGING MEMBER (SINCE 03/2019) | — |
| COOKE JOHN THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SOLE MEMBER, PRESIDENT | — |