COULOMBE AND SONS WEALTH MANAGEMENT

COULOMBE AND SONS WEALTH MANAGEMENT of WOODLAND HILLS, CA is an SEC-registered investment adviser (CRD 328371). Regulatory assets under management: $5.3M.

Registration

• CRD: 328371
• Type: Registered investment adviser
• Location: 21300 VICTORY BOULEVARD, WOODLAND HILLS, CA, 91367
• Phone: 818-485-2335
• Latest filing: 2026-03-19
• Regulatory AUM: $5.3M
• Non-discretionary AUM: $5.3M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328371 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search