Cole Wealth Management, LLC
Cole Wealth Management, LLC (CRD# 134509) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $145,000,000 in 285 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management145MILLION
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Total Number of Accounts285ACCOUNTS
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Average Account Value$508,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, PA, TX
Martin Cole (CRD# 2245650) is an Investment Advisor Representative working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.
Paul Macias (CRD# 3275689) is an Investment Advisor Representative working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Christopher O'brien (CRD# 4428236) 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.
Robert DiCarlo (CRD# 5221321) is a Registered Investment Advisor working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.
He has earned a Bachelor of Science in Financial Planning (2012), CRPC designation -Chartered Retirement Planning Counselor (2010).