THE WOODLANDS, TXCRD 300451Latest ADV March 6, 2026
Cooksen Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 6, 2026, reports $206M in regulatory assets under management, 3 employees, and 331 accounts.
Assets Under Management
$206M
Employees
3
Offices
--
Total Clients
46
Primary office
THE WOODLANDS, TX
1790 HUGHES LANDING BOULEVARD, SUITE 400, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.6% of total clients.
Top client categories% of clientsClients
1
HNWI
82.6%
38
2
Individuals
17.4%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of March 6, 2026
Discretionary97.9%
$202M
98% of total RAUM97.9%
Non-discretionary2.1%
$4M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$206M
Total Accounts331
10Y AUM Change+$91M (+79.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.