CRD: 157870
Colburn Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier northGlacier capital
- Established Date
- 06-22-2011
- Office Locations
- 1
Office Locations
About Colburn Wealth Management, LLC
Colburn Wealth Management is a fee-only fiduciary RIA built for corporate professionals and leaders. The team draws on prior large-corporate leadership experience to deliver highly customized planning around retirement, stock compensation, benefits, tax strategy, estate planning, and education funding. Investment management appears primarily ETF-based, with custody through Charles Schwab. Notable niche content includes dedicated guidance for Cardinal Health employees.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANNY RAY COLBURN
Chief Compliance Officer, Founder & Wealth Advisor, Investment Advisor, Managing Member
- CRD
- #5937382
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PAUL DANA CHAPMAN
Financial Planner, Investment Advisor
- CRD
- #4776398
Edward Daniels
--
- CRD
- #8204477
Fusion radial
Radial matrix
- CRD
- #59032
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,745,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $111,745,885 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $111,745,885
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,442,290,111 | 83.4% |
| Cash | $1,481,319,135 | 16.6% |
| Total | $8,923,609,246 | 100.0% |