COLE Wealth Management LLC
Legal Name: COLE WEALTH MANAGEMENT, LLC
Full Contact Details
COLE Wealth Management LLC
9332 E RAINTREE DR, SUITE 100, SCOTTSDALE, AZ
480-275-6354
480-275-6372
Other Info
COLE Wealth Management LLC, legally named COLE WEALTH MANAGEMENT, LLC, is an Arizona-based Limited Liability Company with four employees, all of whom are in advisory roles. While the number of clients served is not known, its SEC status is listed as Approved with a registration date of March 22, 2018.
Cole Wealth Management, LLC
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Cole Wealth Management, LLC
HomeFirm OverviewFinancial PlanningInvestment ManagementEngagement OptionsOur TeamContactPrivacy PolicyMoreHomeFirm OverviewFinancial PlanningInvestment ManagementEngagement OptionsOur TeamContactPrivacy PolicyHomeFirm OverviewFinancial PlanningInvestment ManagementEngagement OptionsOur TeamContactP…
Direct Owners
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MARTIN TAYLOR COLE
MANAGING MEMBER CHIEF COMPLIANCE OFFICER owns less than 5%
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THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005
OWNER owns 75% or more
Indirect Owners
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ERICA S COLE
TRUSTEE owns more than 50% but less than 75%
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MARTIN TAYLOR COLE
TRUSTEE owns more than 50% but less than 75%
Firms Located Nearby
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- WT Wealth Management LLC
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- Degreen Capital Management LLC
- Foothills Asset Management Ltd
- DEW Wealth Management LLC
- Stableford Capital LLC
- United Planners' Financial Services of America A Limited Partner
- Juncture Wealth Strategies LLC
- Sensible Money LLC