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Cooke Wealth Management, LLC

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Client assets under management

$131,237,133

Clients

114

39% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

57

Typical

Average account size

$1,151,203

About

Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients and manages roughly $136.9 million for about 114 client accounts. The firm provides discretionary investment management alongside ongoing financial planning and a subscription-style financial coaching program, as well as consulting engagements.

The firm’s investment approach is long-term and allocation-driven, using Modern Portfolio Theory to build diversified portfolios primarily composed of exchange-traded funds and mutual funds with periodic rebalancing and discretionary trading. Financial planning is presented as an integrated process, beginning with a 90-day foundation plan and continuing coaching that addresses retirement, giving, tax, insurance, and estate topics while explicitly incorporating a Christian stewardship perspective.

Cooke is notable among peers for its explicit integration of Biblical stewardship into advice and for both principals holding the Certified Kingdom Advisor credential, which informs parts of its planning framework. The firm also maintains certain legacy third‑party asset-class portfolios it no longer offers to new clients, generally limits trading to pooled fund vehicles rather than individual securities, and does not vote client proxies.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Debt management

Occupation focus

Retired

Demographic focus

Christian Faith Based

Fee options

Fixed

Consulting Services may be charged as flat fee or hourly rate based on complexity. Financial Coaching includes initial setup fee of $1,850.

Percentage

$0 - $749,999 or less: 1.20% $750,000 - $1,249,999: 1.10% $1,250,000 - $1,999,999: 0.95% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.70% $10,000,000+: Negotiable

Project-based

Consulting Services hourly rate: Financial Advisor $600/hour; Support Staff $125/hour.

Other

Account minimum: $500,000 Fee-only: Financial Coaching: initial setup and first quarter fee of $1,850; quarterly fees ranging from $700 to $1,250 based on income plus net worth; fees are negotiable and may be waived for clients with Investment Management portfolios over $1,500,000. Consulting fees: hourly rates of $600 for Financial Advisor and $125 for Support Staff, or flat fees negotiable.

Main office location

Cooke Wealth Management, LLC

18881 Von Karman Ave., Suite 1420

Irvine CA 92612, United States

Number of offices

1

Most active in

More info

California · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 949-724-3880

Advisors at this firm

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user avatar

Juliette C

CFP®

Irvine, CA

Cooke Wealth Management, LLC

Juliette Cooke is a CFP® professional with nine years of experience in financial advising. She is a principal at Cooke Wealth Management, LLC, where she has worked since 2014. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients, managing approximately $136.9 million across about 114 accounts. The firm employs a long-term, allocation-driven investment strategy based on Modern Portfolio Theory and integrates financial planning with a Christian stewardship perspective.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Debt management Retired Christian Faith Based
user avatar

John C

CFP®, Series 63

Irvine, CA

Cooke Wealth Management, LLC

John Cooke is a Certified Financial Planner® with 24 years of industry experience. He has been with Cooke Wealth Management, LLC since 2003, where he serves as one of two advisors. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients with discretionary investment management, financial planning, and financial coaching. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory and integrates a Christian stewardship perspective into its planning process.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Debt management Retired Christian Faith Based
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