Steven Cole
Salmon Bay Wealth Management · Coeur D'Alene, Idaho
Steven Cole is a fee-only financial advisor at Salmon Bay Wealth Management in Coeur D'Alene, Idaho. Salmon Bay Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Salmon Bay Wealth Management |
|---|---|
| Based in | Coeur D'Alene, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.8M across 21 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5523974 |
| Exams passed | Series 63 (2009) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.salmonbaywealthmanagement.com |
| Profile |
How Steven's firm compares
- Salmon Bay Wealth Management's average account is about $229,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Steven
Is Steven Cole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Salmon Bay Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Salmon Bay Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Cole based?
Steven Cole is based in Coeur D'Alene, Idaho.
Is Steven Cole registered with the SEC?
Yes. Steven Cole is registered as an investment adviser representative in WA (CRD 5523974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salmon Bay Wealth Management manage?
Salmon Bay Wealth Management reports $4.8M across 21 accounts in assets under management.
How do I contact Steven Cole?
Through Steven's website, www.salmonbaywealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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