Cooke Wealth Management Revenue
Financial Services • 
Irvine, California, United States • 1-10 Employees
Cooke Wealth Management revenue & valuation
| Annual revenue | $19,100,000 |
| Revenue per employee | $4,758,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $60,900,000 |
| Total funding | No funding |
Key Contact at Cooke Wealth Management
John Cooke
President, Personal Financial Advisor
Company overview
| Headquarters | 18881 Von Karman Ave., Suite 1420, Irvine, California 92612, US |
| Phone number | +19497243880 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Financial Planning, Investment Management, Integrated Wealth Management, Life And Retirement Planning |
| Employees | 1-10 |
| Socials |
Cooke Wealth Management Email Formats
Cooke Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@cookewm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cookewm.com | 100% |
About Cooke Wealth Management
Personal finances can often be complex and confusing, and it can be difficult to know if you're making the right decisions for you and your family's future - this is where we come in. With personalized investment mgmt and financial planning, we are here to help you achieve your goals, avoid costly mistakes, and enjoy more financial confidence - less worry! We provide personalized Wealth Management from a Biblical Perspective: financial planning, investment management, and wealth transfer to help you fulfill God's unique purpose for your life. With over 30 years of investment, financial, and tax experience, our commitment is to use our expertise to guide and empower our clients with strategies to help them grow and preserve their wealth. Helping you achieve financial success • Replace fear and worry with CONFIDENCE AND CONTENTMENT • Use money as a tool to ACHIEVE your unique goals & priorities • Biblical PRINCIPLES and financial TOOLS to make wise financial decisions Providing you with a personalized strategy • INVESTMENT MANAGEMENT that focuses on who you are and accomplishing your long-term goals • FINANCIAL PLANNING to help you achieve your unique definition of financial success, honoring your needs, goals, and values We are a fee-only independent Investment Advisory firm based in Orange County, offering personalized Financial Planning and Investment Management services to individuals and families. Cooke Wealth Management was founded to guide clients to true financial success that supports their most deeply-held goals. We believe in integrating faith and practice and are determined to live and conduct our business with respect, integrity, wisdom, Christ, and Christian Biblical truths. *firm is not responsible for and does not encourage 3rd parties to post anything on their behalf.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Cooke Wealth Management has never raised funding before.
Cooke Wealth Management Tech Stack
Discover the technologies and tools that power Cooke Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CRM
Ecommerce
Security
CMS
Australia
Germany
Frequently asked questions
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