Colburn Wealth Management, LLC
CRD 157870SEC# 801-136812Grove City, OH
No longer SEC-registered. Colburn Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$116.2M
Employees
4
Accounts
463
Location
Grove City, OH
Colburn Wealth Management, LLC assets under management
Colburn Wealth Management, LLC operates as an SEC-registered investment adviser based in Grove City, OH. It reports $116.2 million in regulatory assets under management and employs 4 people.
Colburn Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danny Ray Colburn Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Colburn Wealth Management, LLC manage?
Colburn Wealth Management, LLC reports $116.2 million in regulatory assets under management on its Form ADV.
How many employees does Colburn Wealth Management, LLC have?
Colburn Wealth Management, LLC reports 4 employees.
Where is Colburn Wealth Management, LLC located?
Colburn Wealth Management, LLC is based in Grove City, OH.
Does Colburn Wealth Management, LLC disclose fund performance?
Colburn Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3989 Broadway, Grove City, OH 43123 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$116.2Mregulatory AUM
Discretionary $116.2M