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They include 38 high-net-worth individuals and 8 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cooksen Wealth offer?","answer":"Cooksen Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cooksen Wealth charge?","answer":"Cooksen Wealth charges 0.75%–1.00% a year for its Investment and Wealth Management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"DISCLOSURE BROCHURE FOR COOKSEN WEALTH, LLC, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cooksen Wealth use?","answer":"Cooksen Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $206M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cooksen Wealth have?","answer":"Cooksen Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cooksen Wealth invest in?","answer":"At the end of its last fiscal year, Cooksen Wealth’s separately managed accounts held 70% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cooksen Wealth?","answer":"Cooksen Wealth’s direct owner is Lindsey Cooksen (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cooksen Wealth get paid?","answer":"Cooksen Wealth is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}