# COOKE WEALTH MANAGEMENT, LLC

COOKE WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 127309
- Type: SEC-registered investment adviser
- SEC file number: 801-132264
- Location: 18881 VON KARMAN AVE., SUITE 1420, IRVINE, CA, 92612
- Phone: 949-724-3880
- Latest filing: 2026-02-02
- Regulatory AUM: $136.9M
- Discretionary AUM: $132.6M
- Non-discretionary AUM: $4.3M
- Clients: 3
- Accounts: 303

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127309/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127309/similar
- Related entities: https://search.stillhousedata.com/firm/127309/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127309

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.