Cole Wealth Management, LLC
● SEC registered since 2018CRD 134509SEC# 801-112658Scottsdale, AZ
Reg. AUM
$181.1M
Employees
4
Accounts
774
Location
Scottsdale, AZ
Cole Wealth Management, LLC assets under management
Cole Wealth Management, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2018. It reports $181.1 million in regulatory assets under management and employs 4 people.
Cole Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin Taylor Cole Control | Managing Member Chief Compliance Officer | Under 5% | 2005 |
| The Cole Trust - Martin T. Cole and Erica S. Cole, Trustees Dtd 01/25/2005 | Owner | Over 75% | 2005 |
| Erica S Cole | Trustee | 50-75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Cole Wealth Management, LLC manage?
Cole Wealth Management, LLC reports $181.1 million in regulatory assets under management on its Form ADV.
How many employees does Cole Wealth Management, LLC have?
Cole Wealth Management, LLC reports 4 employees.
Where is Cole Wealth Management, LLC located?
Cole Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2018.
Does Cole Wealth Management, LLC disclose fund performance?
Cole Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9332 E Raintree Dr, Suite 100, Scottsdale, AZ 85260 |
| Phone | 480-275-6354 |
| Fax | 480-275-6372 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$181.1Mregulatory AUM
Discretionary $181.1M