# Colburn Wealth Management, LLC

> Colburn Wealth Management, LLC is an SEC-registered investment advisory firm in Grove City, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 157870
- Filed as: COLBURN WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grove City, OH
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157870
- AdvisorCensus page: https://advisorcensus.com/firm/colburn-wealth-management-llc-grove-city-oh-157870

## Quick answers

**How is Colburn Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Colburn Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Colburn Wealth Management, LLC located?**
Colburn Wealth Management, LLC's principal office is in Grove City, OH, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Colburn Wealth Management, LLC registered with the SEC or a state?**
Colburn Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 157870.

**How much does Colburn Wealth Management, LLC manage?**
Colburn Wealth Management, LLC reports $116,170,000 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**What types of clients does Colburn Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (27).

**Which custodians does Colburn Wealth Management, LLC use?**
Colburn Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Colburn Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157870

**What changed in Colburn Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $116,170,000
- Discretionary: $116,170,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $66,132,100 |
| High net worth individuals | 27 | $50,037,900 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Delaware, OH
- Dublin, OH

### Websites listed on Form ADV (Item 1.I)
- [colburnwm.com](https://colburnwm.com)
- Facebook @ColburnWealthManagement
- LinkedIn @dancolburn
- LinkedIn @paul-chapman-497687125
- LinkedIn @robert-gabel-04951328
- X @Colburn_WM

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colburn Wealth Management, LLC (CRD 157870): Form ADV filing data as of October 2026.