Alexandria, VA Office

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.