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Family officesOfficeoutsourced family office · candidate

Cook Wealth, LLC

Family Offices

Raleigh, NC

Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:0a64bf83-b705-4848-a198-eb5c5bce99b5

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 18, 2026, 10:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 145
Dated events: 27
On other graphs: 2
Observed: Sep 12, 2026 to Sep 16, 2026
104 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

COOK WEALTH, LLC

Registered adviser · shared crd

Allocatorsidentity

Cook Wealth, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

13F value: $00 positions, 2025-12-31; never AUM
Investments: 14
Direct investments: 14
People: 129
Decision makers: 67derived
Website: ceritypartners.com

Investments

Target	State	Kind	Asset class	Sector	Announced	Amount	Evidence
Cerity Partners Cash Management	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
ShareFile	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
The Cerity Partners Pooled Employer Plan	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Mozilla Firefox	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Employee Stock Ownership Plans	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Secure Email	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Black Diamond	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Defined Contribution Services	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Addepar	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Orion	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Nonqualified Plan Management	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Defined Benefit Plans	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Click here	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact
Sipc	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Lynne Anicete	Associate	other	unknown	n/a	yes	fact
Nadia Arathoon	Associate	other	unknown	n/a	yes	fact
Moises Abascal, MBA	Principal	leadership	senior	n/a	yes	fact
Helen Anderson, JD	Senior Principal	leadership	senior	n/a	yes	fact
Jean-Luc Adam	Associate	other	unknown	n/a	yes	fact
Cole Adams	Associate	other	unknown	n/a	yes	fact
Kyle Adams, CFA	Partner	leadership	senior	n/a	yes	fact
Samuel Afari-Aikins	Partner	leadership	senior	n/a	yes	fact
Gary Arakawa	Partner	leadership	senior	n/a	yes	fact
Sonia Banks	Associate	other	unknown	n/a	yes	fact
Sam Barsh	Associate	other	unknown	n/a	yes	fact
Philip Alfonsin	Senior Principal	leadership	senior	n/a	yes	fact
Joseph Amicone, JD	Principal	leadership	senior	n/a	yes	fact
Kimberly Hoffman	Chief Compliance Officer	operations	unknown	n/a	yes	fact
Wyatt Allen	Associate	other	unknown	n/a	yes	fact
Kimberly Hoffman	Cco	operations	unknown	n/a	yes	fact
Kimberly Hoffman	Senior Associate	other	unknown	n/a	yes	fact
Jessica Alexandre	Associate	other	unknown	n/a	yes	fact
Laurie Beth Baird	Partner	leadership	senior	n/a	yes	fact
Amy Banker	Senior Principal	leadership	senior	n/a	yes	fact
Marissa Baker	Senior Associate	other	unknown	n/a	yes	fact
Azar Bayat	Associate	other	unknown	n/a	yes	fact
Rebekah Bennett	Senior Associate	other	unknown	n/a	yes	fact
Carol Benz	Partner & Chief People Officer	leadership	senior	n/a	yes	fact
Laura Aquila	Associate	other	unknown	n/a	yes	fact

Relationships

showing 80 of 145

Employs (80)

→ John F. BlairPersonPartner & Practice Leader
factThe subject's own site
→ Sarah BlackeyPersonSenior Associate
factThe subject's own site
→ Allison Sullivan BlackPersonPrincipal
factThe subject's own site
→ Chris BittmanPersonPartner
factThe subject's own site
→ Vadim BirmanPersonPrincipal
factThe subject's own site
→ David BienstockPersonSenior Principal
factThe subject's own site
→ Tanya BiPersonAssociate
factThe subject's own site
→ Manya BhutaniPersonAssociate
factThe subject's own site
→ Shehtaj BhuraPersonPrincipal
factThe subject's own site
→ Savannah BessoPersonAssociate
factThe subject's own site
→ Kim BeslyPersonSenior Associate
factThe subject's own site
→ Jonathan BerriosPersonAssociate
factThe subject's own site
→ Julian BergersonPersonAssociate
factThe subject's own site
→ Gill BergerPersonPrincipal
factThe subject's own site
→ Elissa BergerPersonAssociate
factThe subject's own site
→ Erick von BergePersonPartner
factThe subject's own site
→ Greg BergamescoPersonPartner
factThe subject's own site
→ Jamie BerensPersonSenior Associate
factThe subject's own site
→ Joshua BerdetPersonPrincipal
factThe subject's own site
→ Carol BenzPersonPartner & Chief People Officer
factThe subject's own site
→ Rebekah BennettPersonSenior Associate
factThe subject's own site
→ Evan BenedictPersonPrincipal
factThe subject's own site
→ Christian Belz, MBA, CPAPersonAssociate
factThe subject's own site
→ Stephanie BellisarioPersonPrincipal & Client Experience Director
factThe subject's own site
→ Laurie BelewPersonPartner & Practice Leader
factThe subject's own site
→ Tobias BekelePersonAssociate
factThe subject's own site
→ Frederic BehrensPersonPartner
factThe subject's own site
→ Suzanne BeczakPersonPrincipal
factThe subject's own site
→ Lily BeckerPersonSenior Associate
factThe subject's own site
→ Steven BeckPersonPartner
factThe subject's own site
and 50 more

Dated events

27 bookkeeping events (roster, classification and holdings changes) folded below

Show 27 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Cook Wealth, LLC files Form 13F (non_adviser_filer, $213,206,745 in 55 positions)
First seen by DFX
Sep 12, 2026
date not stated
Cook Wealth, LLC: CANDIDATE_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))
Occurred
Feb 5, 2026
Cook Wealth, LLC reported $0 across 0 13(f) positions for the quarter ended 2025-12-31
Occurred
Aug 12, 2025
Cook Wealth, LLC reported $0 across 0 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Cook Wealth, LLC exited American Centy Etf Tr (was $10,256,445, 169,416 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Apple Inc (was $5,600,925, 26,256 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Blackrock Enhanced Equity Di (was $3,168,364, 381,271 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Dimensional Etf Trust (was $10,968,726, 222,309 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Erie Indty Co (was $4,467,778, 12,724 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Ishares Tr (was $20,208,043, 491,919 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Ishares Tr (was $2,297,654, 18,875 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Vanguard Index Fds (was $12,536,035, 48,801 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Global X Fds (was $4,518,822, 276,719 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Invesco Actively Managed Exc (was $2,614,653, 56,217 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Ishares Tr (was $8,998,191, 86,198 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Ishares Tr (was $17,923,593, 782,348 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Ishares Tr (was $12,829,825, 75,732 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Microsoft Corp (was $4,902,735, 11,525 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Nvidia Corporation (was $2,281,721, 20,444 shares)
Occurred
Jun 30, 2025
Cook Wealth, LLC exited Vanguard Index Fds (was $59,108,457, 115,143 shares)
Occurred
May 15, 2025
Cook Wealth, LLC reported $206,044,394 across 52 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Cook Wealth, LLC opened a $10,256,445 position in American Centy Etf Tr (169,416 shares)
Occurred
Mar 31, 2025
Cook Wealth, LLC reduced Blackrock Enhanced Equity Di 521,586 -> 381,271 shares ($4,584,741 -> $3,168,364)
Occurred
Mar 31, 2025
Cook Wealth, LLC reduced Global X Fds 420,677 -> 276,719 shares ($7,811,963 -> $4,518,822)
Occurred
Mar 31, 2025
Cook Wealth, LLC increased Ishares Tr 361,175 -> 491,919 shares ($13,999,153 -> $20,208,043)
Occurred
Mar 31, 2025
Cook Wealth, LLC reduced Vanguard Index Fds 10,817 -> 5,776 shares ($2,616,577 -> $1,585,628)
Occurred
Jan 24, 2025
Cook Wealth, LLC reported $213,206,745 across 55 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 2 office addresses (Form 13F), 1 website (office website) · as of 2026-09-12

Also named here, with no published line of their own (reach them through the firm): John F. Blair (Partner & Practice Leader), Sarah Blackey (Senior Associate), Allison Sullivan Black (Principal), Chris Bittman (Partner), Vadim Birman (Principal), David Bienstock (Senior Principal), Tanya Bi (Associate), Manya Bhutani (Associate), Shehtaj Bhura (Principal), Savannah Besso (Associate), Kim Besly (Senior Associate), Jonathan Berrios (Associate).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:0a64bf83-b705-4848-a198-eb5c5bce99b5
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Cook Wealth, LLC

Family Offices

Raleigh, NC

Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:0a64bf83-b705-4848-a198-eb5c5bce99b5

Target

State

Kind

Asset class

Sector

Announced

Amount

Evidence

Cerity Partners Cash Management

n/a

Portfolio listing

n/a

fact

ShareFile

n/a

Portfolio listing

n/a

fact

The Cerity Partners Pooled Employer Plan

n/a

Portfolio listing

n/a

fact

Mozilla Firefox

n/a

Portfolio listing

n/a

fact

Employee Stock Ownership Plans

n/a

Portfolio listing

n/a

fact

Secure Email

n/a

Portfolio listing

n/a

fact

Black Diamond

n/a

Portfolio listing

n/a

fact

Defined Contribution Services

n/a

Portfolio listing

n/a

fact

Addepar

n/a

Portfolio listing

n/a

fact

Orion

n/a

Portfolio listing

n/a

fact

Nonqualified Plan Management

n/a

Portfolio listing

n/a

fact

Defined Benefit Plans

n/a

Portfolio listing

n/a

fact

Click here

n/a

Portfolio listing

n/a

fact

Sipc

n/a

Portfolio listing

n/a

fact

Person

Title

Role

Seniority

Family member

Current

Evidence

Lynne Anicete

Associate

other

unknown

n/a

yes

fact

Nadia Arathoon

Associate

other

unknown

n/a

yes

fact

Moises Abascal, MBA

Principal

leadership

senior

n/a

yes

fact

Helen Anderson, JD

Senior Principal

leadership

senior

n/a

yes

fact

Jean-Luc Adam

Associate

other

unknown

n/a

yes

fact

Cole Adams

Associate

other

unknown

n/a

yes

fact

Kyle Adams, CFA

Partner

leadership

senior

n/a

yes

fact

Samuel Afari-Aikins

Partner

leadership

senior

n/a

yes

fact

Gary Arakawa

Partner

leadership

senior

n/a

yes

fact

Sonia Banks

Associate

other

unknown

n/a

yes

fact

Sam Barsh

Associate

other

unknown

n/a

yes

fact

Philip Alfonsin

Senior Principal

leadership

senior

n/a

yes

fact

Joseph Amicone, JD

Principal

leadership

senior

n/a

yes

fact

Kimberly Hoffman

Chief Compliance Officer

operations

unknown

n/a

yes

fact

Wyatt Allen

Associate

other

unknown

n/a

yes

fact

Kimberly Hoffman

Cco

operations

unknown

n/a

yes

fact

Kimberly Hoffman

Senior Associate

other

unknown

n/a

yes

fact

Jessica Alexandre

Associate

other

unknown

n/a

yes

fact

Laurie Beth Baird

Partner

leadership

senior

n/a

yes

fact

Amy Banker

Senior Principal

leadership

senior

n/a

yes

fact

Marissa Baker

Senior Associate

other

unknown

n/a

yes

fact

Azar Bayat

Associate

other

unknown

n/a

yes

fact

Rebekah Bennett

Senior Associate

other

unknown

n/a

yes

fact

Carol Benz

Partner & Chief People Officer

leadership

senior

n/a

yes

fact

Laura Aquila

Associate

other

unknown

n/a

yes

fact