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Colburn Wealth Management, LLC

CRD 157870SEC# 801-136812Grove City, OH
Export (members)
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.
View on SEC.gov ↗

Colburn Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Danny Ray Colburn ControlManaging Member/Chief Compliance OfficerOver 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

Address3989 Broadway, Grove City, OH 43123
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$116.2M
Non-discretionary$0
Total (RAUM)$116.2M