Cooksen Wealth, LLC
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
FINTRXOverview
Cooksen Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. Ownership is individual, and the firm acts as a capital allocator for individual and family clients. Its fee arrangements include percentage-of-AUM charges alongside fixed fees. Advisory services listed in regulatory filings focus on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm does not identify as an active ESG investor and does not report pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents12%
- State & Local Bonds1%
Owners & executives
1 of 1
Donald Maynard
President And CEOCRD 7074768
Contacts
2 of 2
Lindsey Cooksen
Co-Founder & Managing DirectorCRD 5007864
Safalta Sherpa
Director of PlanningCRD 5334287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$242M in ETFs
98%
$238M
1%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $21.7M | 50,991 | 8.99% |
Location
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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