Verified 10 Nov 2026
Cole Wealth Management, LLC
Cole Wealth Management, LLC is a Scottsdale, Arizona registered investment adviser, founded in 2005, that calls itself a family office and offers financial planning and investment management. Its clients include families, executives, entrepreneurs, professional athletes and retirees, and its portfolios combine bonds with stocks, ETFs and mutual funds. Its Form ADV filed on 28 May 2026 reported $181 million in regulatory assets for 49 clients.
- Type
- Multi-family office
- Location
- Scottsdale, Arizona, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $181M regulatory AUM (Form ADV, filed 2026-05-28)
- Latest fund or filing
- 28 May 2026
- Website
- www.colewealthmanagement.com
Contacts on file
For Cole Wealth Management, LLC, the paid file holds: 1 named decision-maker with roles; LinkedIn page.
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