# Cole Wealth Management

Cole Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 134509
- **SEC file number:** 801-112658
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134509

## About

COLE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2018. The firm manages approximately $181 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Questions

### Who runs investment decisions at Cole Wealth Management?

No investment decision-makers have been publicly identified. The entity has no website, no LinkedIn presence, and no named individuals in any regulatory or media record tied to the LLC as of the latest available data.

### What is the stated investment strategy of the firm?

There is no publicly stated investment strategy. Without a website, a Form ADV filing, or statements in the financial press, the firm's asset-class preferences, geographic focus, and stage mandates remain entirely unknown.

### Does the firm participate in fund commitments or only direct deals?

It is not possible to determine whether the firm operates through fund commitments, direct investments, co-investments, or any other deployment method. No portfolio exposures or transaction records are available.

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Last updated: 2026-07-06T01:24:14.351Z

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