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Cook Wealth, LLC Info

Cook Wealth, LLC info

Cook Wealth, LLC (SEC CIK 1910185) first filed with the SEC on 2022-02-11 (Form 13F-HR) and has filed 17 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in NC and registered at 4101 LAKE BOONE TRAIL, SUITE 200, RALEIGH, NC, 27607.

  • Name: Value Cook Wealth, LLC.
  • SEC CIK: Value 1910185.
  • State of organization: Value NC.
  • Business address: Value 4101 LAKE BOONE TRAIL, SUITE 200, RALEIGH, NC, 27607.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameCook Wealth, LLC
SEC CIK1910185
State of organizationNC
Business address4101 LAKE BOONE TRAIL, SUITE 200, RALEIGH, NC, 27607
Mailing address4101 LAKE BOONE TRAIL, SUITE 200, RALEIGH, NC, 27607
Phone(919) 784-9100
Fiscal year endDecember 31
Former namesCOOK WEALTH MANAGEMENT GROUP LLC (2022-02-11 to 2024-01-29)

SEC Filing History

FieldValue
First SEC filing2022-02-11 (Form 13F-HR)
Latest SEC filing2026-02-05 (Form 13F-HR)
Filings on EDGAR17
First Form 13F-HR2022-02-11 (quarter ended 2021-12-31)
Latest Form 13F-HR2026-02-05 (quarter ended 2025-12-31)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162026-02-05
N-PX12024-08-20

Filings by Year

YearFilingsForm 13F-HR
202611
202533
202454
202344
202244

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