K
CRD: 339325
Kolb Wealth Management, LLC
Rocklin, CA, 95677
9166240769
$12.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-2026
- Office Locations
- 1
Office Locations
4240 Rocklin RD STE 6 Rocklin CA
About Kolb Wealth Management, LLC
Kolb Wealth Management, LLC is a Rocklin-based RIA. The firm has been operating for 0 years. Managing $12.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$228.9K AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Upgrade to reveal position-level detail across crest radial.
Unlock to compare peer behavior around radial foundation.
Upgrade to reveal position-level detail across focus harbor.
See the complete signal summary connected to glacier.
Request access to benchmark trends tied to peak unison.
Request access to benchmark trends tied to peak matrix.
Premium access reveals conviction themes in summit meridian timber.
Unlock to compare peer behavior around summit fusion.
Asset Classes
Zenith ember Quantum Optima
Investment Themes
Oak Alpha Signal eagle Bridge
Investment Vehicles
Peak quantum
Services
Harbor matrix Quantum Meridian value
Owner & Executives
R
ROBERT STEVEN KOLB
Chief Compliance Officer, Managing Member
- CRD
- #2985157
- Ownership
- 75% or more
(640) 212-4122
summit.ember@peakcapital.com
in linkedin.com/in/delta-horizon
B
Braden Ralph Kolb
Chief Compliance Officer
- CRD
- #8147800
- Ownership
- Less than 5%
(727) 269-5661
pathway.optima@focuscapital.com
in linkedin.com/in/ember-crest
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,362,833 | -- |
| Total | $12,362,833 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,362,833
Public Funds:
27.8% Private Funds:
31.9% Equity - Exchange:
26.6% Cash:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,490,098,388 | 27.8% |
| Private Funds | $2,857,343,114 | 31.9% |
| Equity - Exchange | $2,382,612,126 | 26.6% |
| Cash | $1,227,134,817 | 13.7% |
| Total | $8,957,188,445 | 100.0% |