RIA Intel›Advisers›California›KOLB WEALTH MANAGEMENT, LLC

KOLB WEALTH MANAGEMENT, LLC

Advisory

ROCKLIN, CA

Data as of Jun 26, 2026 · Source: SEC Form ADV

Rank in CA
#4,550
of 5,480 advisers by AUM
Average account
$167K
across 74 accounts
AUM per adviser
$6M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM
$12M
Discretionary %
0%
Clients
54
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$0
Non-Discretionary AUM$12M
Discretionary %0%
Total Clients54
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ROCKWEALTH FINANCIAL LLC
IRVINE, CA
$12M
SVAR/MM, LLC
SANTA MONICA, CA
$12M
+7.6% 1Y
CONSONANCE WEALTH MANAGEMENT, LLC
LOS GATOS, CA
$12M
METAMARKETS INVESTMENTS LLC
SAN FRANCISCO, CA
$12M
TRIPACIFIC CAPITAL ADVISORS, LLC
IRVINE, CA
$12M
-60.8% 1Y
ELEVATE WEALTH MANAGEMENT, L.L.C.
$12M

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