COOK WEALTH, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 170372). Regulatory assets under management: $529.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Brian J Cook | EXECUTIVE CHAIRMAN; OWNER | — |
| Kimberly Ann Hoffman | CHIEF COMPLIANCE OFFICER | — |
| Jason Miles Deshayes | CHIEF EXECUTIVE OFFICER; OWNER | — |
| COOK JOHN J | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER AND WEALTH ADVISOR; CHIEF EXECUTIVE OFFICER; EXECUTIVE CHAIRMAN (+3 more) | — |
| COOK JON KEITH | FOUNDING PARTNER AND WEALTH ADVISOR; MANAGING MEMBER | — |
| HOFFMAN KIMBERLY ANN | CHIEF COMPLIANCE OFFICER | — |
| DESHAYES JASON MILES | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| Brian J. Cook | EXECUTIVE CHAIRMAN; OWNER | RALEIGH, NC |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (919) 784-9100 |
| — | — | 1 | 919-784-9100 |
| — | — | 1 | (919) 784-9100 |
| — | — | 1 | 919-784-9100 |
| — | — | 1 | (919) 784-9100 |
| — | — | 1 | 919-784-9100 |