Cooke Wealth Management

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

18881 Von Karman Ave Ste 1420, Irvine, C...

Phone Number

(949) 724-3880

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Cooke Wealth Management

Cooke Wealth Management is an independent wealth management firm based in Orange County, California, dedicated to helping clients achieve their financial goals through personalized investment management and financial planning. They offer services such as investment management, retirement planning, and wealth transfer strategies, all guided by biblical principles and extensive industry experience. The firm serves families in Orange County and Southern California, focusing on providing honest guidance and customized financial plans. With over 40 years of combined experience and managing over $100 million in assets, Cooke Wealth Management aims to empower clients to make wise financial decisions and enjoy life more.Explore more
Cooke Wealth Management's Social MediaPopular SearchesCooke Wealth Management LLCCooke Wealth ManagementCooke Management LLCCooke USA Investments LLCCooke Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Cooke Wealth Management Org Chart

PhoneEmail
CD
United States flag for contact location.

Client Operations Specialist

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Cooke Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Cooke Wealth Management

Compare insights from companies similar to Cooke Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cooke Wealth Management

<$5M
1-10
Private
-
2014
CD
Cheryl DaleClient Operations Specialist
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cooke Wealth Management Tech Stack

A closer look at the technologies used by Cooke Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Cooke Wealth Management

What is Cooke Wealth Management's official website?
Cooke Wealth Management's official website is www.cookewm.com
What is Cooke Wealth Management's Revenue?
Cooke Wealth Management's revenue is <$5 Million
What is Cooke Wealth Management's SIC code?
Cooke Wealth Management's SIC: 62,628
What is Cooke Wealth Management's NAICS code?
Cooke Wealth Management's NAICS: 52,523
How many employees does Cooke Wealth Management have?
Cooke Wealth Management has 1-10 employees
What industry does Cooke Wealth Management belong to?
Cooke Wealth Management is in the industry of: Finance, Securities Trading
What is Cooke Wealth Management competition?
Cooke Wealth Management top competitors include: HFG Wealth Management, Selkirk Wealth Advisors, Goodrich and Associates, Sherwood Investment Services
What technology does Cooke Wealth Management use?
Some of the popular technologies that Cooke Wealth Management uses are: NS1, Google Universal Analytics, Squarespace Online Stores, Smarsh
How do I contact Cooke Wealth Management?
Cooke Wealth Management contact info: Phone number: (949) 724-3880 Website: www.cookewm.com
What does Cooke Wealth Management do?

Cooke Wealth Management is an independent wealth management firm based in Orange County, California, dedicated to helping clients achieve their financial goals through personalized investment management and financial planning. They offer services such as investment management, retirement planning, and wealth transfer strategies, all guided by bibli... cal principles and extensive industry experience. The firm serves families in Orange County and Southern California, focusing on providing honest guidance and customized financial plans. With over 40 years of combined experience and managing over $100 million in assets, Cooke Wealth Management aims to empower clients to make wise financial decisions and enjoy life more.Read More

What are Cooke Wealth Management social media links?
Cooke Wealth Management Linkedin page Cooke Wealth Management Facebook page
Is Cooke Wealth Management a public company?
Cooke Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Cooke Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.