← Directory
COOKSEN WEALTH, LLC
CRD 300451File 801-128131
APPROVED
Retail clients
Filing as of Jun 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$206.2M
Below cohort median (national)
Discretionary AUM
$201.8M
Non-discretionary $4.4M
Clients
46
331 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 8, 2023
- Principal office
- 1790 HUGHES LANDING BOULEVARD, SUITE 400, THE WOODLANDS, TX, 77380
- Phone
- (832) 592-2554
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.2M
- Discretionary AUM
- $201.8M
- Non-discretionary AUM
- $4.4M
- Discretionary accounts
- 324
- Non-discretionary accounts
- 7
- Total accounts
- 331
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $204.1M |
| Individuals (other than high net worth individuals) | 8 | $2.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.