COLE WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $181.1M |
| Discretionary | $181.1M100% of AUM |
| Client Accounts | 774 |
| Avg Account Size | $234K |
| Employees | 4 |
| Peak AUM | $181.1MMar 2026 |
| AUM CAGR | +8.2% /yrover 18 yrs · 33 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $181M | +12.7% | +12.1% | +7.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $181.1M |
| Discretionary | $181.1M |
| Employees | 4 |
| Client Accounts | 774 |
| Client Range | 251-500 |
Contact & Location
Address
9332 E RAINTREE DR
SCOTTSDALE AZ 85260
Phone
480-275-6354
Filing History
33 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$181M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer CustodySurprise Exam
Other Registrations
Banking InstitutionCommodity Pool Operator