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| Keyboard |
| Cole Wealth Management LLC
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|---|---|
| CRD # | 134509 |
| SEC # | 801-112658 |
| CIK # | |
| AUM | 181.1 M (2026-05-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 480-275-6354 |
| Address | 9332 E Raintree Dr Scottsdale, AZ 85260 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 73.5 |
| (b) Individuals (high net worth individuals) | 49 | 98.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 9.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 774 | 181.1 |
| By Discretionary | ||
| Discretionary | 774 | 181.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 774 | 181.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.1 | |
| Total | 774 | 181.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 281 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lakeshore Capital Group Inc
✚
|
IL | 181.5 M |
|
FPF FA LLC
✚
|
NC | 181.3 M |
|
Murphy Clarke Williams & Stone LLC
✚
|
FL | 181.2 M |
|
Crews & Associates Inc
✚
|
AR | 181.1 M |
|
Atmos Advisory LLC
✚
|
PA | 180.9 M |
|
CornerStone Investment Advisors LLC
✚
|
CO | 180.8 M |
|
Good Steward Wealth Advisers LLC
✚
|
TN | 180.7 M |
|
Horowitz & Company Inc
✚
|
FL | 180.7 M |
|
Allegiance Financial Group Inc
✚
|
ME | 180.6 M |
|
Pereon Wealth LLC
✚
|
180.6 M |