Cooksen Wealth, LLC

RIASEC RegisteredEst. 2023
Total AUM
$206M
Discretionary
$202M
98% of AUM
Avg account
$623K
Accounts
331
Employees
3
Advisory reps
3

Firm details

Headquarters
The Woodlands, Texas
CRD number
300451
Registered since
June 8, 2023
Website
www.cooksenwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI98.94%
  • Individuals1.06%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cooksen Wealth, LLC is an independent registered investment adviser that began SEC registration in 2023 and is structured as a limited liability company owned by an individual. The firm targets individual and family clients and bills primarily as a percentage of assets under management, with some fixed-fee arrangements available. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and selection of outside managers. The firm identifies itself as a capital allocator rather than as an ESG-focused or pension consultant advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 17%, Cash & Cash Equivalents 12%, State & Local Bonds 1%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds17%
  • Cash & Cash Equivalents12%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Donald Maynard

    Donald Maynard

    President and CEOCRD 7074768

Contacts

2 of 2
  • Lindsey Cooksen

    Lindsey Cooksen

    Co-Founder & Managing DirectorCRD 5007864

  • Safalta Sherpa

    Safalta Sherpa

    Director of PlanningCRD 5334287

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$281M in ETFs

Passive

98%

$277M

Active

1%

$4.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$25.6M206,4749.11%
Unlock additional holdings →

Location

Primary office

The Woodlands, TX

Montgomery

Location

The Woodlands, TX

Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
1790 Hughes Landing Blvd
Time zone
CT (UTC-6)
Office locations

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