The Cole Trust - Martin T. Cole and Erica S. Cole, Trustees Dtd 01/25/2005
OwnerCole Wealth Management, LLC
About The Cole Trust - Martin T. Cole and Erica S. Cole, Trustees Dtd 01/25/2005
The Cole Trust - Martin T. Cole and Erica S. Cole, Trustees Dtd 01/25/2005 is listed as Owner at Cole Wealth Management, LLC in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Cole Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Cole Trust - Martin T. Cole and Erica S. Cole, Trustees Dtd 01/25/2005 work?
The Cole Trust - Martin T. Cole and Erica S. Cole, Trustees Dtd 01/25/2005 is listed as Owner at Cole Wealth Management, LLC on SEC Form ADV.
How much of Cole Wealth Management, LLC does The Cole Trust - Martin T. Cole and Erica S. Cole, Trustees Dtd 01/25/2005 own?
Form ADV reports a beneficial ownership band of Over 75%.
Cole Wealth Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | No |
| Since | 2005 |