Cole Wealth Management, LLC

Cole Wealth Management, LLC (CRD# 134509) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $90,000,000 in 305 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $295,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Cole Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Martin T. Cole
CRD#: 2245650
14301 N. 87th St., Suite 307, Scottsdale, AZ 85260
96
Wealthminder
score

Martin Cole (CRD# 2245650) is an Investment Advisor Representative working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry. Martin Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert A. Di Carlo
CRD#: 5221321
14301 N 87th St, Suite 307, Scottsdale, AZ 85260
93
Wealthminder
score

Robert Di Carlo (CRD# 5221321) is an Investment Advisor Representative working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

3
Jay G. Gehrke
CRD#: 4948365
14301 N. 87th Street, Suite 307, Scottsdale, AZ 85260
93
Wealthminder
score

Jay Gehrke (CRD# 4948365) is an Investment Advisor Representative working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

4
Eric T. Stern
CRD#: 4437829
14301 N 87th St, Suite 307, Scottsdale, AZ 85260
90
Wealthminder
score

Eric Stern (CRD# 4437829) is an Investment Advisor Representative working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

5
Christopher A. O'brien
CRD#: 4428236
14301 N 87th St., Ste 307, Scottsdale, AZ 85260
68
Wealthminder
score

Christopher O'brien (CRD# 4428236) is an Investment Advisor Representative working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.