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Firm profile

Colburn Wealth Management, LLC

GROVE CITY, OHCRD 157870Registration Status: ApprovedEffective since July 23, 2026Latest ADV June 23, 2026

Colburn Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grove City, OH. Its latest Form ADV filing, dated June 23, 2026, reports $116M in regulatory assets under management, 4 employees, 2 offices, and 463 accounts.

Assets Under Management
$116M
Employees
4
Offices
2 offices
Total Clients
136
Primary office
GROVE CITY, OH
3989 BROADWAY, GROVE CITY, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODanny R. Colburn

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
109
2
HNWI
19.9%
27

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$116Mas of June 23, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$116M
Total Accounts463
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee34:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.