COLE WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 134509). Regulatory assets under management: $181.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| 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 | — |