Juliette Cooke
Cooke Wealth Management · Irvine, California
Juliette Cooke is a fee-only financial advisor at Cooke Wealth Management in Irvine, California, who holds the CFP credential. Juliette focuses on retirement planning. Cooke Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cooke Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $136.9M across 303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6744974 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cookewm.com |
| Profile |
How Juliette's firm compares
- Cooke Wealth Management's average account is about $452,000, from its Form ADV (assets managed divided by 303 accounts).
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Questions about Juliette
Is Juliette Cooke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juliette holds no broker registration, and Cooke Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juliette charge for financial advice?
Juliette's firm, Cooke Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Juliette Cooke based?
Juliette Cooke is based in Irvine, California.
What does Juliette specialize in?
Juliette's specialties include retirement planning.
What credentials does Juliette Cooke hold?
Juliette Cooke holds the CFP credential.
Is Juliette Cooke registered with the SEC?
Yes. Juliette Cooke is registered as an investment adviser representative in CA and TX (CRD 6744974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cooke Wealth Management manage?
Cooke Wealth Management reports $136.9M across 303 accounts in assets under management.
How do I contact Juliette Cooke?
Through Juliette's website, www.cookewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cooke Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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