Coulombe and Sons Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,273,789
Clients
10
Advisors
1
of 1 employees
About
Coulombe And Sons Wealth Management provides portfolio management, financial planning, and retirement‑plan advisory services to high‑net‑worth individuals and business clients. The firm offers non‑discretionary direct asset management, written full financial plans or hourly consultations, and ERISA 3(21) services for qualified plans including 401(k), 403(b), pension, profit‑sharing and cash‑balance arrangements.
Investment decisions are made on a non‑discretionary basis — the firm determines securities and amounts but obtains prior client approval before executing trades — and strategies are tailored to each client’s goals, time horizon and risk tolerance using fundamental analysis and periodic reviews. The firm reported $5,335,914 in non‑discretionary assets under management (and no discretionary assets) and conducts account reviews at least quarterly.
What is noteworthy for a single‑advisor independent firm is the combination of formal ERISA/pension consulting and plan advisory work alongside affiliated insurance and other financial services businesses, with the firm’s principal allocating material time to those affiliated activities. The brochure discloses potential conflicts from insurance commissions and affiliations and describes mitigation through written disclosures and the firm’s fiduciary obligations when providing advice.
Client services
Occupation focus
Fee options
Financial planning fees range from $2,500 to $6,500
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.25% Over $5,000,000+: Negotiable
$250 per hour for consultation services
Account minimum: $100,000 Fee-only: Flat fees for financial planning ranging from $2,500 to $6,500; hourly consultation fee of $250 per hour
Main office
21300 Victory Boulevard, Suite 300
Woodland Hills CA 91367
Advisors at this office
1
Most active in
California
Also doing business as
Coulombe And Sons Wealth Management · Coulombe And Sons Wealth Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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