Cooksen Wealth, LLC

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Client assets under management

$206,249,255

Clients

83% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$4,483,679

About

Cooksen Wealth provides financial planning, investment management, and broader wealth management services to individuals, trusts, and estates, with an emphasis on high-net-worth clients. As of December 31, 2025 the firm reported $206.2 million in assets under management across 46 client relationships, with the majority of those assets managed on a discretionary basis, and it also advises on held-away assets such as employer retirement plans, annuities and 529 plans.

The firm’s investment process emphasizes asset allocation first, using Modern Portfolio Theory as a framework, followed by security selection that blends fundamental and technical analysis; Cooksen Wealth structures “primary” core strategies and “secondary” tactical strategies and may allocate to Independent Managers where appropriate. For eligible clients the firm recommends liquid alternatives and privately placed securities and may employ margin for certain financing needs, while conducting ongoing due diligence on Independent Managers (many of which are used via the Schwab Advisor Services platform).

Cooksen Wealth is a small advisory team (three advisors) managing over $200 million, producing an average account size of roughly $4.5 million and a relatively concentrated client roster compared with many peers. The firm uses an outsourced planning provider for plan preparation, receives technology and operational support from its custodian, and discloses an owner’s public company board seat (with a resulting restricted trading list); it also does not accept authority to vote client proxies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial planning fixed fees range from $2,500 to $5,000

Percentage

$1,000,000 - $15,000,000: 1.00% $15,000,001+: 0.75%

Other

Account minimum: $1,000,000 Minimum fee: Minimum quarterly investment and wealth management fee is $2,500 Fee-only: Fixed fees for financial planning services range from $2,500 to $5,000, negotiable

Main office location

Cooksen Wealth, LLC

1790 Hughes Landing Boulevard, Suite 400

The Woodlands TX 77380, United States

Number of offices

Most active in

California · Colorado · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

LinkedIn Instagram Website (832) 592-2554

Advisors at this firm

Lindsey C

CFP®, Series 66

The Woodlands, TX

Cooksen Wealth, LLC

Lindsey Cooksen is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Cooksen Wealth, LLC since 2019. Prior to this, she spent 10 years at Morgan Stanley Private Wealth Management. She also serves as an independent director for Targa Resources Corp. Cooksen Wealth provides financial planning and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm focuses on asset allocation guided by Modern Portfolio Theory and employs a mix of investment vehicles across both primary and tactical strategies.

Wealth management Private / alternative investments College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

Donald M

Series 65

The Woodlands, TX

Cooksen Wealth, LLC

Donald Maynard is a financial advisor at Cooksen Wealth, LLC with six years of industry experience. He holds the Series 65 designation and has been with Cooksen Wealth since 2019. In addition to his advisory role, Maynard is president and CEO of DG Maynard & Associates, LLC, an oil and gas technology consulting firm. Cooksen Wealth serves primarily high-net-worth individuals, trusts, and estates, focusing on financial planning and wealth management. The firm emphasizes asset allocation using Modern Portfolio Theory and combines fundamental and technical analysis to guide portfolio construction and rebalancing.

Wealth management Private / alternative investments College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

Safalta S

Series 63, Series 65

Denver, CO

Cooksen Wealth, LLC

Safalta Sherpa is a financial advisor at Cooksen Wealth, LLC in Denver, CO, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mclean Asset Management Corp. and Sanders Morris Harris Inc. Cooksen Wealth provides financial planning and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm emphasizes asset allocation using Modern Portfolio Theory and combines fundamental and technical analysis to manage client portfolios across various investment vehicles.

Wealth management Private / alternative investments College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

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