COOKSEN WEALTH, LLC

1790 Hughes Landing Boulevard
Suite 400
The Woodlands, Texas 77380
Tel: (832) 592-2554

About COOKSEN WEALTH, LLC

COOKSEN WEALTH, LLC, formally registered with the SEC as COOKSEN WEALTH, LLC. The firm was established in 06/08/2023. They have over 1 offices throughout the country.

COOKSEN WEALTH, LLC is a The Woodlands, Texas based Financial Planning firm with nearly $178,854,598 assets under management, offering retirement planning & investment advisory services to 319 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300451
SEC#	801-128131
Assets Managed by Firm	$178,854,598
No. of Clients	319
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	319	$178,854,598
Individuals (other than high net worth individuals)	4	$3,082,355
High net worth individuals	35	$175,772,243

More Retirement Planning firms in The Woodlands, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in The Woodlands, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.