Cooksen Wealth, LLC
Cooksen Wealth, LLC is a boutique, independent registered investment adviser founded in 2019 and headquartered in The Woodlands, Texas. The firm specializes in serving affluent and high net worth individuals and families, with a focus on providing comprehensive wealth management, financial planning, and investment management services. Cooksen Wealth emphasizes deep client relationships and custom solutions. The team is relatively small, reflecting a high-touch client service model, though the exact employee count is not publicly disclosed.
Investment Strategy
Cooksen Wealth employs a holistic wealth management approach, combining personalized financial planning with customized investment strategies. The firm partners with leading custodians and technology platforms to deliver objective advice, primarily serving high net worth individuals with a minimum of $1 million on deposit. Their investment philosophy centers on understanding clients' long-term goals, developing tailored portfolios to meet those objectives, and providing ongoing guidance in pursuit of financial security and the ability to enjoy life's priorities.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES RUSSELL 1000 GROWTH ETF | 15.88% | $19.8M | 46,557 | $317.27 | $424.58 | +$5.4M |
X XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 11.36% | $14.1M | 55,831 | $214.03 | $253.23 | +$5.7M |
V VTV | VANGUARD VALUE ETF | 9.22% | $11.5M | 64,890 | $155.71 | $176.74 | +$2.5M |
X XLF | FINANCIAL SELECT SECTOR SPDR FUND | 4.18% | $5.2M | 99,279 | $39.41 | $52.37 | +$1.4M |
X XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 4.05% | $5.0M | 23,202 | $188.53 | $217.33 | +$1.6M |