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 21 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 11 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 11 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 15 years of experience in the finance industry.

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