# COLE WEALTH MANAGEMENT, LLC

COLE WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 134509
- Type: SEC-registered investment adviser
- SEC file number: 801-112658
- Location: 9332 E RAINTREE DR, SUITE 100, SCOTTSDALE, AZ, 85260
- Phone: 480-275-6354
- Latest filing: 2026-05-28
- Regulatory AUM: $181.1M
- Discretionary AUM: $181.1M
- Clients: 4
- Accounts: 774

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Cole Taylor | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER CHIEF COMPLIANCE OFFICER; TRUSTEE | Marysville, PA |
| Martin Taylor Cole | MANAGING MEMBER CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Erica S Cole | TRUSTEE | — |
| COLE ERICA S | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134509/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134509/similar
- Related entities: https://search.stillhousedata.com/firm/134509/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134509

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.