Colburn Wealth Management, LLC
Firm details
- Headquarters
- Grove City, Ohio
- CRD number
- 157870
- Website
- www.colburnwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.93%
- HNWI43.07%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Colburn Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm combines portfolio management with financial planning and offers educational seminars and workshops. It bills clients through a mix of percentage-of-assets fees, hourly charges, and flat fees. Colburn does not present itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state advisory platform or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Edward Daniels
Chief Compliance OfficerCRD 8204477
Contacts
3 of 3Robert Gabel
Financial AdvisorCRD 7877921
Danny Colburn
Founder & Wealth AdvisorCRD 5937382
Paul Chapman
Wealth AdvisorCRD 4776398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grove City, OH
Franklin
Location
Grove City, OH
Headquartered in Grove City, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 3989 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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