# Cook Wealth Management Group

Cook Wealth Management Group is a Bank / Wealth / Trust based in Raleigh, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Raleigh, United States
- **Region:** North America
- **Address:** Raleigh, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** cookwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cook-wealth-management-whidbey

## Regulatory record

- **CRD number:** 319523
- **Latest Form ADV filing:** 2026-04-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319523

## About

Cook Wealth Management Group was established in 1984 in Raleigh. It functions as a North Carolina wealth manager providing advisory services. The firm offers investment management, financial planning, and retirement plan advisory. It serves individuals, high net worth individuals, and retirement plans across the United States. No recent operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed. The firm follows a conventional wealth management model without documented co-investment clubs or hybrid fund structures.

## Questions

### Who runs investment decisions at Cook Wealth Management Group?

No named principals or CIO are disclosed in available records.

### Does Cook Wealth Management Group participate in fund commitments or only direct deals?

The firm provides investment advisory services to clients but no specific fund or direct deal activity is recorded.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cook-wealth-management-group

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