Cooke Wealth Management, LLC
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About
Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients and manages roughly $136.9 million for about 114 client accounts. The firm provides discretionary investment management alongside ongoing financial planning and a subscription-style financial coaching program, as well as consulting engagements.
The firm’s investment approach is long-term and allocation-driven, using Modern Portfolio Theory to build diversified portfolios primarily composed of exchange-traded funds and mutual funds with periodic rebalancing and discretionary trading. Financial planning is presented as an integrated process, beginning with a 90-day foundation plan and continuing coaching that addresses retirement, giving, tax, insurance, and estate topics while explicitly incorporating a Christian stewardship perspective.
Cooke is notable among peers for its explicit integration of Biblical stewardship into advice and for both principals holding the Certified Kingdom Advisor credential, which informs parts of its planning framework. The firm also maintains certain legacy third‑party asset-class portfolios it no longer offers to new clients, generally limits trading to pooled fund vehicles rather than individual securities, and does not vote client proxies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Consulting Services may be charged as flat fee or hourly rate based on complexity. Financial Coaching includes initial setup fee of $1,850.
$0 - $749,999 or less: 1.20% $750,000 - $1,249,999: 1.10% $1,250,000 - $1,999,999: 0.95% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.70% $10,000,000+: Negotiable
Consulting Services hourly rate: Financial Advisor $600/hour; Support Staff $125/hour.
Account minimum: $500,000 Fee-only: Financial Coaching: initial setup and first quarter fee of $1,850; quarterly fees ranging from $700 to $1,250 based on income plus net worth; fees are negotiable and may be waived for clients with Investment Management portfolios over $1,500,000. Consulting fees: hourly rates of $600 for Financial Advisor and $125 for Support Staff, or flat fees negotiable.
Main office
18881 Von Karman Ave., Suite 1420
Irvine CA 92612
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Cook Wealth Management, LLC · Cooke Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Juliette C
CFP®
Irvine, CA
Cooke Wealth Management, LLC
Juliette Cooke is a CFP® professional with nine years of experience in financial advising. She is a principal at Cooke Wealth Management, LLC, where she has worked since 2014. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients, managing approximately $136.9 million across about 114 accounts. The firm employs a long-term, allocation-driven investment strategy based on Modern Portfolio Theory and integrates financial planning with a Christian stewardship perspective.
John C
CFP®, Series 63
Irvine, CA
Cooke Wealth Management, LLC
John Cooke is a Certified Financial Planner® with 24 years of industry experience. He has been with Cooke Wealth Management, LLC since 2003, where he serves as one of two advisors. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients with discretionary investment management, financial planning, and financial coaching. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory and integrates a Christian stewardship perspective into its planning process.
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