# Coulombe and Sons Wealth Management

> Coulombe and Sons Wealth Management is a state-registered investment advisory firm in Woodland Hills, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 328371
- Filed as: COULOMBE AND SONS WEALTH MANAGEMENT
- Legal name: Coulombe and Sons Wealth Management Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodland Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328371
- AdvisorCensus page: https://advisorcensus.com/firm/coulombe-and-sons-wealth-management-woodland-hills-ca-328371

## Quick answers

**How is Coulombe and Sons Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Coulombe and Sons Wealth Management 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 Coulombe and Sons Wealth Management located?**
Coulombe and Sons Wealth Management's principal office is in Woodland Hills, CA, according to its Form ADV.

**Is Coulombe and Sons Wealth Management registered with the SEC or a state?**
Coulombe and Sons Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328371.

**How much does Coulombe and Sons Wealth Management manage?**
Coulombe and Sons Wealth Management reports $5,335,914 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).

**What types of clients does Coulombe and Sons Wealth Management serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (13); individuals (other than high net worth individuals) (5); high net worth individuals (5).

**Does Coulombe and Sons Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328371

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,335,914
- Discretionary: $0
- Non-discretionary: $5,335,914

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $0 |
| High net worth individuals | 5 | $1,273,789 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $4,062,125 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [coulombeandsons.com](https://coulombeandsons.com)
- Facebook @Coulombe-and-Sons-Accounting-Financial-Management
- LinkedIn @andrecoulombecfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coulombe and Sons Wealth Management (CRD 328371): Form ADV filing data as of October 2026.