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Cole Wealth Management Employee Directory

Financial ServicesUnited States2-10 Employees

Cole Wealth Management, LLC is a fee-based registered investment adviser in the financial services sector. It is headquartered in Scottsdale, Arizona. The firm provides wealth advisory services that include financial planning and investment management for a diverse client base. Its clients include executives, entrepreneurs, professional athletes, retirees, and business entities across the United States.

It maintains a small staff, reflecting its scale as a specialized advisory provider. While based in Scottsdale, it serves clients across the United States with its wealth management offerings.

Find Cole Wealth Management employees' phone numbers or email addresses

Cole Wealth Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Cole Wealth Management's Leadership

  • Stylized image of a person
    K. R.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. G.
    Director Of Client Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D. C.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. O.
    Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Associate
    Phone icon
    Mobile Phone

Cole Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Cole Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. R.
    President
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. G.
    Director Of Client Relations
    Phone icon
    Mobile Phone
    United StatesArizona
    Oct 17, 2025
  • Stylized image of a person
    B. D. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 15, 2026
  • Stylized image of a person
    P. M.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesArizona
    Nov 05, 2025
  • Stylized image of a person
    M. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesArizona
    Jan 21, 2025
  • Stylized image of a person
    C. O.
    Investment Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Mar 24, 2026
  • Stylized image of a person
    J. G.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 08, 2024
  • Stylized image of a person
    R. D.
    Associate
    Phone icon
    Mobile Phone
    UNITED STATES
    May 21, 2024

Frequently Asked Questions

What is Cole Wealth Management known for?

Minus sign iconPlus sign iconCole Wealth Management was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at
+1-480-275-****
. Explore Cole Wealth Management's company overview page for more information.

What is Cole Wealth Management's most common email format?

Minus sign iconPlus sign iconCole Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cole Wealth Management email formats with LeadIQ.

How many employees does Cole Wealth Management have currently?

Minus sign iconPlus sign iconCole Wealth Management has approximately 6 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Cole Wealth Management's key employees and leadership?

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As of April 2026, Cole Wealth Management's key employees include:

  • President: K. R.
  • Director Of Client Relations: K. G.
  • Financial Advisor: B. D. C.
  • Certified Financial Planner: P. M.
  • Certified Financial Planner: M. C.

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