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Coulombe and Sons Wealth Management
Coulombe and Sons Wealth Management is a state-registered investment adviser in Woodland Hills, CA. The firm manages approximately $5 million in regulatory...
Coulombe and Sons Wealth Management
Coulombe and Sons Wealth Management is a state-registered investment adviser in Woodland Hills, CA. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Does the firm have a public investment track record or known portfolio?
No. Coulombe and Sons has no disclosed investment track record, no known portfolio companies, and no publicly reported fund commitments. The firm has maintained a posture of total privacy since inception. No regulatory filings, press releases, or transaction reports name the entity.
How large is the firm's AUM or capital deployment?
The firm's AUM is undisclosed and no reliable estimate exists in the public record. While the Trader Joe's sale in 1979 provided significant foundational capital, the absence of any subsequent liquidity events, the passage of time, and the lack of any portfolio visibility make any AUM estimate entirely speculative.
Where is Coulombe and Sons headquartered and who runs the firm today?
The location and current leadership are unknown to the public. No office address, executive roster, or professional biography tied to the firm has been published. Joseph Coulombe's six children are the presumed beneficiaries, but no family member has been publicly identified as an investment principal or officer of the entity.
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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