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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, MARTIN, TAYLOR | I | MANAGING MEMBER CHIEF COMPLIANCE OFFICER | NA | Control |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 01/25/2005 | DE | OWNER | E | |
| THE COLE TRUST - MARTIN T. COLE AND ERICA S. COLE, TRUSTEES DTD 02/16/2005 | DE | OWNER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, ERICA, S | I | THE COLE TRUST DTD 02/16/2005 | D | |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
| COLE, MARTIN, TAYLOR | I | THE COLE TRUST DTD 02/16/2005 | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (8)
AZ CA CO FL IN ND PA TX
Address
9332 E RAINTREE DRSUITE 100
SCOTTSDALE, AZ 85260
United States
Phone: 480-275-6354