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COULOMBE AND SONS WEALTH MANAGEMENT
COULOMBE AND SONS WEALTH MANAGEMENT INC.
CRD 328371
21300 VICTORY BOULEVARD, SUITE 300, WOODLAND HILLS, CA, 91367, United States
Phone
818-485-2335
Fax
818-691-2936
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $0 |
| High net worth individuals | 5 | $1.3M |
| Pension/profit sharing plans | 13 | $4.1M |
All web addresses on file
Official SEC filing: View on IAPD