Kolb Wealth Management, LLC

Overview

Kolb Wealth Management, LLC is a small, individually owned advisory firm organized as an LLC that serves individuals and families. The firm provides portfolio management for individuals and small businesses and also performs selection of other advisers, indicating it acts as a capital allocator when it sources third‑party managers. Its fee model includes a percentage of assets under management plus other fee arrangements. Kolb identifies as an active ESG investor and lists an affiliation with an insurance company, which may affect the product mix and distribution relationships the firm uses. Kolb is not reported as a multi‑state adviser and is not described as newly formed. The firm’s operations appear focused on direct client relationships rather than institutional pension consulting or related‑adviser networks.

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Public Holdings

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Location & Offices