Cooksen Wealth, LLC
● SEC registered since 2023CRD 300451SEC# 801-128131The Woodlands, TX
Reg. AUM
$206.2M
Employees
3
Accounts
331
Location
The Woodlands, TX
Cooksen Wealth, LLC assets under management
Cooksen Wealth, LLC is a registered investment adviser overseen by the SEC based in The Woodlands, TX. The firm has been registered since 2023. It reports $206.2 million in regulatory assets under management and employs 3 people.
Cooksen Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lindsey Maynard Cooksen Control | Managing Member And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Cooksen Wealth, LLC manage?
Cooksen Wealth, LLC reports $206.2 million in regulatory assets under management on its Form ADV.
How many employees does Cooksen Wealth, LLC have?
Cooksen Wealth, LLC reports 3 employees.
Where is Cooksen Wealth, LLC located?
Cooksen Wealth, LLC is based in The Woodlands, TX and has been SEC-registered since 2023.
Does Cooksen Wealth, LLC disclose fund performance?
Cooksen Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1790 Hughes Landing Boulevard, Suite 400, The Woodlands, TX 77380 |
| Phone | (832) 592-2554 |
| Fax | (832) 592-2553 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.2M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$206.2Mregulatory AUM
Discretionary $201.8MNon-discretionary $4.4M