COLE WEALTH MANAGEMENT, LLC
CRD #134509 SEC #801-112658 SCOTTSDALE, AZ 480-275-6354
SEC Registered
Total AUM
$160.7M
Discretionary
$160.7M
Employees
4
Clients
101
Accounts
822
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $160.7M | $160.7M | $0 | 4 | 0 |
| Oct 2024 | $143.1M | $143.1M | $0 | 5 | 0 |
| Aug 2024 | $143.1M | $143.1M | $0 | 5 | 0 |
| Mar 2024 | $145M | $145M | $0 | 3 | 0 |
| Feb 2023 | $125M | $125M | $0 | 3 | 0 |
| Jun 2022 | $145M | $145M | $0 | 3 | 0 |
| Jan 2022 | $145M | $145M | $0 | 3 | 0 |
| Jan 2021 | $125M | $125M | $0 | 3 | 0 |
| Dec 2020 | $115M | $115M | $0 | 3 | 0 |
| May 2020 | $140M | $140M | $0 | 4 | 0 |
| Apr 2020 | $140M | $140M | $0 | 4 | 0 |
| Feb 2020 | $140M | $140M | $0 | 4 | 0 |
| Apr 2019 | $110.8M | $110.8M | $0 | 4 | 0 |
| Feb 2019 | $110.8M | $110.8M | $0 | 4 | 0 |
| Oct 2018 | $120M | $120M | $0 | 4 | 0 |
| Sep 2018 | $120M | $120M | $0 | 4 | 0 |
| May 2018 | $120M | $120M | $0 | 4 | 0 |
| May 2018 | $120M | $120M | $0 | 4 | 0 |
| Mar 2018 | $120M | $120M | $0 | 4 | 0 |
| Mar 2018 | $120M | $120M | $0 | 4 | 0 |
| Feb 2018 | $120M | $120M | $0 | 4 | 0 |
| May 2011 | $50M | $45M | $5M | 5 | -- |
| Mar 2011 | $50M | $45M | $5M | 5 | -- |
| Jan 2010 | $35M | $35M | $0 | 10 | -- |
| Mar 2008 | $38M | $38M | $0 | 5 | -- |
| Dec 2007 | $42M | $42M | $0 | 5 | -- |
| Nov 2007 | $42M | $42M | $0 | 5 | -- |
DateMar 2025
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients0
DateMay 2011
Total AUM$50M
Discretionary$45M
Non-Disc.$5M
Employees5
Clients--
DateMar 2011
Total AUM$50M
Discretionary$45M
Non-Disc.$5M
Employees5
Clients--
DateJan 2010
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--