Cole Wealth Management, LLC

CRD 134509 · Scottsdale, AZ · $181.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 134509
SEC number: 801-112658
Firm type: RIA
Assets under management: $181.1M as of May 28, 2026
Website: www.colewealthmanagement.com ↗
Phone: 480-275-6354
Address: 9332 E Raintree Dr, Scottsdale, AZ, 85260

Advisors at this firm

4 in our index · page 1 of 1

Martin Taylor ColeCRD 2245650 · Scottsdale, AZ

IA Registered

Disclosure event(s) on record
Robert Anthony Di CarloCRD 5221321 · Scottsdale, AZ

IA Registered
Paul Conrad MaciasCRD 3275689 · Scottsdale, AZ

IA RegisteredRegistration inactive
Christopher Anthony O'brienCRD 4428236 · Scottsdale, AZ

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

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