RIA Intel›Advisers›North Carolina›COOK WEALTH, LLC

COOK WEALTH, LLC

Advisory

N·RALEIGH, NC

Data as of Jul 15, 2024 · Source: SEC Form ADV

Total AUM

$529M

1-Year AUM Growth

+17.5%

3-Year CAGR

+4.9%

Employees

11

Assets Under Management

Total AUM$529M

Discretionary AUM$529M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients443

Team

Total Employees11

Investment Advisers29

Employee Growth (1Y)+11.1%

Filing History

Total Filings on Record51

First FilingJan 29, 2014

Latest FilingJul 15, 2024

🔒 Full AUM trend chart and 51 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COOK WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.