Cooksen Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cooksen Wealth provides financial planning, investment management, and broader wealth management services to individuals, trusts, and estates, with an emphasis on high-net-worth clients. As of December 31, 2025 the firm reported $206.2 million in assets under management across 46 client relationships, with the majority of those assets managed on a discretionary basis, and it also advises on held-away assets such as employer retirement plans, annuities and 529 plans.
The firm’s investment process emphasizes asset allocation first, using Modern Portfolio Theory as a framework, followed by security selection that blends fundamental and technical analysis; Cooksen Wealth structures “primary” core strategies and “secondary” tactical strategies and may allocate to Independent Managers where appropriate. For eligible clients the firm recommends liquid alternatives and privately placed securities and may employ margin for certain financing needs, while conducting ongoing due diligence on Independent Managers (many of which are used via the Schwab Advisor Services platform).
Cooksen Wealth is a small advisory team (three advisors) managing over $200 million, producing an average account size of roughly $4.5 million and a relatively concentrated client roster compared with many peers. The firm uses an outsourced planning provider for plan preparation, receives technology and operational support from its custodian, and discloses an owner’s public company board seat (with a resulting restricted trading list); it also does not accept authority to vote client proxies.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,500 to $5,000
$1,000,000 - $15,000,000: 1.00% $15,000,001+: 0.75%
Account minimum: $1,000,000 Minimum fee: Minimum quarterly investment and wealth management fee is $2,500 Fee-only: Fixed fees for financial planning services range from $2,500 to $5,000, negotiable
Main office
See office1790 Hughes Landing Boulevard, Suite 400
The Woodlands TX 77380
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Texas · Virginia
Also doing business as
Cooksen Wealth, LLC · Greenleaf Wealth, 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
Lindsey C
CFP®, Series 66
The Woodlands, TX
Cooksen Wealth, LLC
Lindsey Cooksen is a CFP® with 17 years of industry experience. She is the principal advisor at Cooksen Wealth, LLC, where she has worked since 2019, following a 10-year tenure at Morgan Stanley Private Wealth Management. Lindsey serves as an Independent Director for Targa Resources Corp. since 2020. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm uses a structured investment process focused on asset allocation and security selection, managing over $200 million in assets across a concentrated client base.
Donald M
Series 65
The Woodlands, TX
Cooksen Wealth, LLC
Donald Maynard is a financial advisor at Cooksen Wealth, LLC with six years of industry experience. He holds the Series 65 designation and has been with Cooksen Wealth since 2019. In addition to his advisory role, Maynard is president and CEO of DG Maynard & Associates, LLC, an oil and gas technology consulting firm. Cooksen Wealth serves primarily high-net-worth individuals, trusts, and estates, focusing on financial planning and wealth management. The firm emphasizes asset allocation using Modern Portfolio Theory and combines fundamental and technical analysis to guide portfolio construction and rebalancing.
Safalta S
Series 63, Series 65
Alexandria, VA
Cooksen Wealth, LLC
Safalta Sherpa is a financial advisor at Cooksen Wealth, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mclean Asset Management Corp., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm manages over $200 million in assets across a concentrated client base, emphasizing asset allocation and a combination of fundamental and technical analysis in their investment process.
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