| 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 |
Cole Wealth Management, LLC reports $160.7 million in regulatory assets under management on its Form ADV.
Cole Wealth Management, LLC reports 4 employees.
Cole Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2018.
Cole Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $160.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $160.7M |