# Kolb Wealth Management, LLC

> Kolb Wealth Management, LLC is a state-registered investment advisory firm in Rocklin, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 339325
- Filed as: KOLB WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rocklin, CA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339325
- AdvisorCensus page: https://advisorcensus.com/firm/kolb-wealth-management-llc-rocklin-ca-339325

## Quick answers

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

**Where is Kolb Wealth Management, LLC located?**
Kolb Wealth Management, LLC's principal office is in Rocklin, CA, according to its Form ADV.

**Is Kolb Wealth Management, LLC registered with the SEC or a state?**
Kolb Wealth Management, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339325.

**How much does Kolb Wealth Management, LLC manage?**
Kolb Wealth Management, LLC reports $12,362,833 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (0% discretionary).

**What types of clients does Kolb Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54).

**Does Kolb 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339325

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,362,833
- Discretionary: $0
- Non-discretionary: $12,362,833

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $12,362,833 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 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)
- thefinancialhq.com/kolbwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kolb Wealth Management, LLC (CRD 339325): Form ADV filing data as of October 2026.