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Cooke Wealth Management, LLC (Newport Beach)


Cooke Wealth Management, LLC is an adviser based in Newport Beach. It manages $35.75 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Cooke Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cooke Wealth Management: assets under management

The assets under management (AUM) of Cooke Wealth Management, LLC is $35.75 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.86 million in discretionary accounts and $11.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $378.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $212.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cooke Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newport Beach

The principal office where Cooke Wealth Management, LLC performs its advisory services is located at 4695 Macarthur Court, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-724-3880 or by fax 949-622-9001. The normal business hours are 9:00am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.cookewealthmgmt.com.


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