Cole Wealth Management, LLC
Cole Wealth Management, LLC is an SEC-registered mass-market adviser in Scottsdale, AZ with $181.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Cole Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134509, SEC 801-112658, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $181.1M (2026-05-28)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 4
- Clients
- 281
- CRD
- 134509
- Ownership
- THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005; COLE, MARTIN, TAYLOR; THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 02/16/2005; COLE, ERICA, S
How much AUM does Cole Wealth Management, LLC have?
Cole Wealth Management, LLC reported $181.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Cole Wealth Management, LLC?
Disclosed owners and executives of Cole Wealth Management, LLC include THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005, COLE, MARTIN, TAYLOR, THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 02/16/2005, COLE, ERICA, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.