Overview
Assets Under Management: $181 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 49
Average Client Assets: $2.0 million
Frequently Asked Questions
COLE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134509), COLE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COLE WEALTH MANAGEMENT, LLC is headquartered in SCOTTSDALE, AZ.
COLE WEALTH MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, COLE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COLE WEALTH MANAGEMENT, LLC manages $181 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, COLE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.12%
Average Client Assets: $2.0 million
Total Client Accounts: 774
Discretionary Accounts: 774
Regulatory Filings
CRD Number: 134509
Filing ID: 2082693
Last Filing Date: 2026-03-26 13:20:25