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COLBURN WEALTH MANAGEMENT, LLC
CRD 157870
3989 BROADWAY, GROVE CITY, OH, 43123, United States
Phone
740.831.4004
Fax
614.385.7723
Registration
— (—)
Source
State registered
Total AUM
$111.7M
Discretionary AUM
$111.7M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $54.0M |
| High net worth individuals | 46 | $57.8M |
All web addresses on file
Official SEC filing: View on IAPD