Cook Wealth, LLC
CRD 170372SEC# 801-79160Raleigh, NC
No longer SEC-registered. Cook Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$529.4M
Employees
29
Accounts
1,422
Location
Raleigh, NC
Cook Wealth, LLC assets under management
Cook Wealth, LLC is an SEC-registered investment adviser based in Raleigh, NC. It reports $529.4 million in regulatory assets under management and employs 29 people.
Cook Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J. Cook Control | Executive Chairman | Under 5% | 2024 |
| Jason Miles Deshayes Control | Chief Executive Officer | Under 5% | 2024 |
| Kimberly Ann Hoffman Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cook Wealth, LLC manage?
Cook Wealth, LLC reports $529.4 million in regulatory assets under management on its Form ADV.
How many employees does Cook Wealth, LLC have?
Cook Wealth, LLC reports 29 employees.
Where is Cook Wealth, LLC located?
Cook Wealth, LLC is based in Raleigh, NC.
Does Cook Wealth, LLC disclose fund performance?
Cook Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4101 Lake Boone Trail, Suite 200, Raleigh, NC 27607 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$529.4MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$529.4Mregulatory AUM
Discretionary $529.4M