Erica S Cole
TrusteeCole Wealth Management, LLCCRD 2970245
About Erica S Cole
Erica S Cole is listed as Trustee at Cole Wealth Management, LLC in Scottsdale, AZ. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Cole Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Erica S Cole work?
Erica S Cole is listed as Trustee at Cole Wealth Management, LLC on SEC Form ADV.
How much of Cole Wealth Management, LLC does Erica S Cole own?
Form ADV reports a beneficial ownership band of 50-75%.
Cole Wealth Management, LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | No |
| Since | 2005 |