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Kolb Wealth Management, LLC CRD 339325
$12.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4240 Rocklin Rd Ste 6, Rocklin, CA 95677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-06 |
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors Llc | Arden Hills | MN | 06/2022 | 01/2026 |
| Kolb Financial & Ins Services | Rocklin | CA | 12/2006 | Present |
| Kolb Wealth Management, Llc | Rocklin | CA | 10/2025 | Present |
| Kolb Wealth Management, Llc | Rocklin | CA | 01/2026 | Present |
1. Kolb Financial & Ins Services; Investment related; 4240 Rocklin Rd St. 6. Rocklin, CA 95677; CEO; ; appx 20 hours per month 2. Kolb Wealth Management (DBA) ; Investment Related; 4240 Rocklin Rd St. 6. Rocklin, CA 95677 Investment Advisory; Owner; IAR; 6/2023; 100hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-15 |
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