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Colburn Wealth Management, LLC
Colburn Wealth Management, LLC is an SEC-registered investment adviser in Grove City, OH. The firm manages approximately $112 million in regulatory assets.
Colburn Wealth Management, LLC
Colburn Wealth Management, LLC is an SEC-registered investment adviser in Grove City, OH. The firm manages approximately $112 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Colburn Wealth Management?
No named investment principals are publicly documented for this firm. The absence of a disclosed leadership team makes it difficult to attribute decision-making authority.
Is Colburn Wealth Management structured as a single family office or a multi-family office?
The firm's name and classification as an RIA suggest it operates as a multi-family office, serving multiple clients rather than a single family. However, no official confirmation of this structure exists in public records.
Where does the underlying wealth managed by Colburn Wealth Management come from?
The wealth origin of its clients is not disclosed. Given the firm's RIA status, client assets likely originate from successful entrepreneurs, executives, or inherited wealth, but specific sources are unknown.
What investment stages does Colburn Wealth Management typically target?
The firm's investment stage preferences are not publicly documented. As an RIA focused on multi-family office services, it may allocate across public and private markets without a specific stage bias.
Does Colburn Wealth Management participate in fund commitments or only direct deals?
No documented evidence exists on whether the firm invests through fund commitments or direct deals. The RIA model supports either approach, but specifics are unavailable.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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