This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2019
- Office Locations
- 2
Office Locations
About Cooksen Wealth, LLC
Cooksen Wealth is a boutique, independent RIA based in The Woodlands, TX, serving affluent families and entrepreneurs with objective financial guidance, including financial planning and portfolio management. The firm focuses on asset allocation and implements portfolios heavily with ETFs, and supports client accounts through Schwab (Schwab Alliance access) while using tools like Black Diamond for portfolio management.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LINDSEY MAYNARD COOKSEN
Chief Compliance Officer, Managing Member, Private Wealth Advisor
- CRD
- #5007864
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Donald George Maynard
Chief Executive Officer, President
- CRD
- #7074768
SAFALTA SHERPA
Director of Planning
- CRD
- #5334287
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,820,614 | $622,903 |
| Non-Discretionary | $4,428,641 | $632,663 |
| Total | $206,249,255 | $623,110 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing