COOK WEALTH, LLC

4101 Lake Boone Trail
Suite 200
Raleigh, North Carolina 27607
Tel: (919) 784-9100

About COOK WEALTH, LLC

COOK WEALTH, LLC, formally registered with the SEC as COOK WEALTH, LLC. The firm was established in 02/05/2014. They have over 3 offices throughout the country.

COOK WEALTH, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $529,363,352 assets under management, offering retirement planning & investment advisory services to 1422 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170372
SEC#	801-79160
Assets Managed by Firm	$529,363,352
No. of Clients	1422
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1422	$529,363,352
Individuals (other than high net worth individuals)	273	$54,764,591
High net worth individuals	159	$471,135,482
Pension and profit sharing plans	11	$3,463,279

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