# Cook Wealth Management, LLC

> Cook Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated April 20, 2026.

- CRD: 319523
- Filed as: COOK WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319523
- AdvisorCensus page: https://advisorcensus.com/firm/cook-wealth-management-llc-319523

## Quick answers

**How is Cook Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cook Wealth Management, LLC reports these compensation arrangements: hourly charges; other.

**Is Cook Wealth Management, LLC registered with the SEC or a state?**
Cook Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319523.

**Does Cook Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319523

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cookwealthmgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cook Wealth Management, LLC (CRD 319523): Form ADV filing data as of October 2026.