Cook Wealth Management

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

3212 Dunwood Ridge Ter, Bowie, Maryland,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Cook Wealth Management

Cook Wealth Management, LLC provides innovative retirement strategies and solutions to families and businesses in Bowie, Maryland, and surrounding communities. The company focuses on empowering clients with custom-tailored retirement plans that address both short and long-term financial needs. Their services include income planning, legacy planning, and a unique Generational Vault for document management. With a commitment to fiduciary responsibility, transparency, and technology, Cook Wealth Management aims to help clients achieve financial independence and clarity.Explore more
Popular SearchesCook Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Cook Wealth Management Org Chart

PhoneEmail
FC
United States flag for contact location.

CPA and PFS, ChFEBC

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cook Wealth Management

<$5M
11-50
Private
-
-
FC
Freddie CookCPA and PFS, ChFEBC
$5.7M
11-50
Private
<$5M
2011
JT
Jessica TateGroup Benefits Specialist
<$5M
11-50
Private
-
2022
CM
Cody MurrayFounder & CEO
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2004
GK
Greg KennedyFounder & President
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Low Activity

High Activity

Activity Insights

Cook Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cook Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cook Wealth Management.

Cook Wealth Management Tech Stack

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Frequently Asked Questions Regarding Cook Wealth Management

What is Cook Wealth Management's official website?
Cook Wealth Management's official website is www.cookwealthmgmt.com
What is Cook Wealth Management's Revenue?
Cook Wealth Management's revenue is <$5 Million
What is Cook Wealth Management's SIC code?
Cook Wealth Management's SIC: 62,628
What is Cook Wealth Management's NAICS code?
Cook Wealth Management's NAICS: 52,523
How many employees does Cook Wealth Management have?
Cook Wealth Management has 11-50 employees
What industry does Cook Wealth Management belong to?
Cook Wealth Management is in the industry of: Finance, Securities Trading
What is Cook Wealth Management competition?
Cook Wealth Management top competitors include: Evans Financial Group, Lord Wellington Investments, Stratos Wealth Advisors, Stillwater Financial Services
What technology does Cook Wealth Management use?
Some of the popular technologies that Cook Wealth Management uses are: WordPress.org, reCAPTCHA, Google Font API, Vimeo
What does Cook Wealth Management do?

Cook Wealth Management, LLC provides innovative retirement strategies and solutions to families and businesses in Bowie, Maryland, and surrounding communities. The company focuses on empowering clients with custom-tailored retirement plans that address both short and long-term financial needs. Their services include income planning, legacy planning... , and a unique Generational Vault for document management. With a commitment to fiduciary responsibility, transparency, and technology, Cook Wealth Management aims to help clients achieve financial independence and clarity.Read More

Is Cook Wealth Management a public company?
Cook Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Cook Wealth Management

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