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Benjamin Coats

Coats Wealth Management

Gilbert, AZ

CRD 8080987

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Employer firm

Coats Wealth Management CRD 336335

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Coats Wealth Management

65 S Presidio Dr, Gilbert, AZ 85233 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-05
  • AZ RA
    APPROVED
    Since 2025-06-05

Branch Locations

65 S Presidio Dr, Gilbert, AZ 85233 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Happy Paws Veterinary Partners Gilbert AZ 05/2022 Present
Ascend Software Portland OR 05/2020 04/2022
Granite Lake Partners New York City NY 05/2015 05/2020
  • 05/2022 → Present
    Happy Paws Veterinary Partners
    Gilbert, AZ
  • 05/2020 → 04/2022
    Ascend Software
    Portland, OR
  • 05/2015 → 05/2020
    Granite Lake Partners
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31

View on SEC IAPD

Nearby Firms

WATTS GWILLIAM & COMPANY, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam

Nearby Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ

More in Gilbert, AZ

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