Cole Wealth Management Revenue

Financial Services • Scottsdale, Arizona, United States • 1-10 Employees

Cole Wealth Management revenue & valuation

Annual revenue	$12,800,000
Revenue per employee	$2,123,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$40,800,000
Total funding	No funding

Key Contact at Cole Wealth Management

Karen Goldstein

Director Of Client Relations

Company overview

Headquarters	Scottsdale, Arizona, United States
Phone number	+14802756354
Websites	colewealth.com colewealthmanagement.com
NAICS	52
SIC	874
Founded	2005
Employees	1-10
Socials

Cole Wealth Management Email Formats

Cole Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@colewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@colewealth.com	100%

About Cole Wealth Management

Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees and business entities throughout the United States.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

Cole Wealth Management has 5 employees across 1 departments.

Departments

Number of employees

Funding Data

Cole Wealth Management has never raised funding before.

Cole Wealth Management Tech Stack

Discover the technologies and tools that power Cole Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Leadster

Live chat

Cloudflare

CDN

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

HSTS

Security

Webflow

Page builders

Google Analytics

Analytics

Microsoft Clarity

Analytics

Google Hosted Libraries

CDN

Google Tag Manager

Tag managers

Frequently asked questions

Cole Wealth Management is located in Scottsdale, Arizona, US.

You can reach Cole Wealth Management at +14802756354.

Cole Wealth Management generates an estimated annual revenue of $12,735,664. This revenue figure reflects the company's market position and business performance in its industry.

Cole Wealth Management has an estimated valuation of $40,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cole Wealth Management was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Cole Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cole Wealth Management

Karen Goldstein

Director Of Client Relations

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