Kolb Wealth Management, LLC

Overview

Kolb Wealth Management, LLC is a California-based, individually owned LLC that advises individuals, families and small businesses. The firm provides portfolio management and selects third-party advisers on behalf of clients. Its fees are charged as a percentage of assets under management, with additional fee arrangements described as "other" on its filings. The adviser identifies itself as a capital allocator and reports active engagement with ESG considerations in its investment process. An industry affiliation with an insurance company suggests access to insurance products or distribution relationships. The firm's reported assets are managed largely on a non-discretionary basis, and its practice appears oriented toward direct client relationships rather than institutional mandates. Kolb Wealth emphasizes listed-equity exposures and employs external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices