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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaiser Permanente | Sacramento | CA | 04/2011 | 08/2025 |
| Kolb Financial & Insurance Services | Rocklin | CA | 08/2025 | Present |
| Gradient Advisors, Llc | Arden Hills | CA | 08/2025 | 01/2026 |
| Kolb Wealth Management, Llc | Rocklin | CA | 01/2026 | Present |
1. Kolb Wealth Management | Investment Related | 4240 Rocklin Rd, Suite 6, Rocklin, CA 95677 | Financial Planning | Advisor | Investment Advisor Representative | 08/2025 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Kolb Financial & Insurance Services | Investment Related | 4240 Rocklin Rd, Suite 6, Rocklin, CA 95677 | Income Planning | Associate| Agent | 08/2025 | 80hrs/mo | 80hrs/mo during trading | Insurances Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-26 |
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