Wealth manager, independent · Grove City, OH
Colburn Wealth Management, LLC
SEC-registered investment adviser · CRD 157870 · SEC 801-136812
At a glance
Colburn Wealth Management, LLC is an SEC-registered investment adviser based in Grove City, Ohio, with $116 million in regulatory assets under management as of its Form ADV filed June 23, 2026. Its largest client group by assets is individuals, and it reports 136 individual clients. By Form ADV it is a wealth manager, ranked 7,840th of 8,915 wealth managers and 14,881st of 17,210 SEC-registered advisers by assets.
Main office 740-831-4004colburnwm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $116M
- Rank among wealth managers
- #7,840 of 8,915
- Rank among all SEC RIAs
- #14,881 of 17,210
- Rank in Ohio
- #372 of 403
- Individual clients
- 136
- High-net-worth clients
- 27
- Accounts
- 463
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Danny R. ColburnManaging Member/chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 109 | $66M | 57% |
| High-net-worth individuals | 27 | $50M | 43% |
Disciplinary disclosures
Colburn Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗colburnwm.com ↗
AtlasMembers
The full record on Colburn Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,692 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Colburn Wealth Management, LLC manage?
Colburn Wealth Management, LLC reports $116 million in regulatory assets under management across 463 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 23, 2026.
What kind of firm is Colburn Wealth Management, LLC?
Colburn Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Colburn Wealth Management, LLC’s clients?
By assets, its largest client types are individuals ($66 million, 109 clients); high-net-worth individuals ($50 million, 27 clients).
Does Colburn Wealth Management, LLC have any disciplinary history?
Colburn Wealth Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Colburn Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →