# Cool Wealth Management

Cool Wealth Management is a RIA based in Phoenix.

## Overview

- **Organization type:** RIA
- **Headquarters:** Phoenix
- **Assets under management:** Undisclosed
- **Website:** coolwealthmanagement.com

## Regulatory record

- **CRD number:** 333281
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333281

## About

Cool Wealth Management provides bespoke financial planning and investment strategies for families, individuals, and business owners. The firm focuses on tax planning, bookkeeping visibility, and long-term wealth planning so clients can grow net worth. It serves clients in Phoenix with tax-efficient investing aligned to local Arizona considerations.

## Sectors

- business owners
- families and business owners

## People

- Grady Cool
- Grady Cool — financial advisor

## Questions

### Does Altss have any inferential data on this firm's sector focus?

No. Without a portfolio disclosure, transaction record, or strategy statement, no sector tags can be assigned. Altss does not impute investment preferences from a firm's name or location alone.

## Related profiles

- [Valiant Financial Planning](https://altss.com/profile/valiant-financial-planning-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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