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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

TitleOwner
OwnershipOver 75%
Control personNo
Since2005
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