Investment adviser · CRD 300451
COOKSEN WEALTH, LLC
Investment adviser filing (IA)
THE WOODLANDS, TX, United States · Form ADV filed Jun 19, 2026
- Regulatory AUM
- $206M Form ADV · Item 5.F
- Client accounts
- 331 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 38 | $204,058,119 | 98.9% |
| Individuals | 8 | $2,191,136 | 1.1% |
Filing source
Form ADV 2114389 · Jun 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1790 HUGHES LANDING BOULEVARD, SUITE 400THE WOODLANDS, TX, 77380, United States
CRD 300451
Filing source
Form ADV 2114389 · Jun 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.