COOL WEALTH MANAGEMENT

COOL WEALTH MANAGEMENT of TEMPE, AZ is an SEC-registered investment adviser (CRD 333281). Regulatory assets under management: $3.4M.

Registration

• CRD: 333281
• Type: Registered investment adviser
• Location: 398 S MILL AVE UNIT 205, TEMPE, AZ, 85281
• Phone: 623-986-1793
• Latest filing: 2026-03-17
• Regulatory AUM: $3.4M
• Discretionary AUM: $3.4M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search