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Cooksen Wealth LLC

EST. AUM
$206,249,255

CONTACTS

CLIENT ACCOUNTS
331

Firm Details

Metro area Houston
CRD Number 300451
Website cooksenwealth.com
Client types

Overview

Cooksen Wealth, LLC is a boutique independent fiduciary wealth advisory firm based in The Woodlands, Texas, founded and led by Lindsey Cooksen. The firm serves affluent families with personalized wealth management built around a fiduciary standard of care, acting legally bound in clients' best interests. Cooksen Wealth emphasizes deep understanding of each client's unique circumstances and goals as the foundation for its planning and investment approach.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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