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- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-2005
- Office Locations
- 1
Office Locations
About Cole Wealth Management, LLC
Cole Wealth Management is a Scottsdale, AZ fee-based, family-office-style RIA providing financial planning and discretionary investment management for individuals and families, with a focus on retirement planning. The team builds tax-efficient asset-allocation strategies and custom portfolios with risk mitigation, often using ETFs and fixed income, and primarily custodies through Charles Schwab.
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Owner & Executives
MARTIN TAYLOR COLE
Certified Financial Planner, Chief Compliance Officer
- CRD
- #2245650
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ROBERT ANTHONY DI CARLO
Financial Advisor
- CRD
- #5221321
PAUL CONRAD MACIAS
Certified Financial Planner
- CRD
- #3275689
Momentum bridge
Meridian optima
- CRD
- #51732
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,069,922 | $233,940 |
| Non-Discretionary | $0 | -- |
| Total | $181,069,922 | $233,940 |
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Separately Managed Accounts
Total SMA Asset: $181,069,922
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,374,605,062 | 20.8% |
| Corporate - Investment Grade | $1,447,300,522 | 21.9% |
| Cash | $773,215,347 | 11.7% |
| Corporate - Non-Investment Grade | $270,955,805 | 4.1% |
| Municipal Bonds | $475,824,829 | 7.2% |
| Other | $1,077,214,544 | 16.3% |
| U.S. Government/Agency | $1,189,562,073 | 18.0% |
| Total | $6,608,678,182 | 100.0% |