KOLB WEALTH MANAGEMENT, LLC

KOLB WEALTH MANAGEMENT, LLC of ROCKLIN, CA is an SEC-registered investment adviser (CRD 339325). Regulatory assets under management: $12.4M.

Registration

• CRD: 339325
• Type: Registered investment adviser
• Location: 4240 ROCKLIN RD STE 6, ROCKLIN, CA, 95677
• Phone: (916) 624-0769
• Latest filing: 2026-06-26
• Regulatory AUM: $12.4M
• Non-discretionary AUM: $12.4M
• Clients: 2
• Accounts: 74

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339325 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search