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).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $508,772
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, PA, TX

Financial Advisors at Cole Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Martin T. Cole
CRD#: 2245650
9332 E Raintree Dr, Suite 100, Scottsdale, AZ 85260

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.

2
Paul C. Macias
CRD#: 3275689
9332 E Raintree Dr, Suite 100, Scottsdale, AZ 85260

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.

3
Christopher A. O'brien
CRD#: 4428236
9332 E Raintree Dr, Ste 100, Scottsdale, AZ 85260

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.

4
Robert A. DiCarlo, CRPC
CRD#: 5221321
9332 E Raintree Dr, Suite 100, Scottsdale, AZ 85260

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).

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