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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cole Wealth Management LLC
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|---|---|
| CRD # | 134509 |
| SEC # | 801-112658 |
| CIK # | |
| AUM | $160.7 M (2025-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 480-275-6354 |
| Address | 9332 E Raintree Dr Scottsdale, AZ 85260 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 60.0 |
| (b) Individuals (high net worth individuals) | 80 | 91.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 822 | 160.7 |
| By Discretionary | ||
| Discretionary | 822 | 160.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 822 | 160.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.7 | |
| Total | 822 | 160.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Asset Management LLC
✚
|
MO | 0.2 |
|
Kerusso Capital Management LLC
✚
|
NC | 0.2 |
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 0.2 |
|
Dorado Wealth Management LLC
✚
|
0.2 | |
|
MDRN Capital LLC
✚
|
MD | 0.2 |
|
Arnold Castellano and Associates LLC
✚
|
LA | 0.2 |
|
Parkview Asset Management Inc
✚
|
IL | 0.2 |
|
Innovative Advisory Group LLC
✚
|
MA | 0.2 |
|
ND Pitman & Company Inc
✚
|
AL | 0.2 |
|
Frankly Finances LLC
✚
|
0.2 |