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COOL WEALTH MANAGEMENT
COOL WEALTH MANAGEMENT LLC
CRD 333281
398 S MILL AVE UNIT 205, TEMPE, AZ, 85281, United States
Phone
623-986-1793
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$3.4M
Discretionary AUM
$3.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $500K |
| High net worth individuals | 1 | $2.9M |
Official SEC filing: View on IAPD