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COOK Wealth Management Group LLC

Legal Name: COOK WEALTH MANAGEMENT GROUP LLC

Full Contact Details

COOK Wealth Management Group LLC

4101 LAKE BOONE TRAIL, SUITE 210, RALEIGH, NC

(919) 784-9100

(919) 784-9101


Other Info

COOK Wealth Management Group LLC is legally known as COOK WEALTH MANAGEMENT GROUP LLC. It is a NC Limited Liability Company. This firm has 12 employees, of which 9 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 5, 2014.

Cook Wealth Management Group
Cook Wealth Management Group

Cook Wealth is a financial services company in Raleigh, NC, providing comprehensive financial planning since 1984. Tax planning, asset management, and financial


Direct Owners

  • BRIAN J. COOK

    MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%

  • JON KEITH COOK

    MANAGING MEMBER owns more than 50% but less than 75%

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