Kolb Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kolb Wealth Management provides non‑discretionary asset management and financial planning services to individual clients, including portfolio construction, ongoing monitoring, and the option to engage third‑party managers. The firm charges percentage‑of‑AUM advisory fees and supports clients with TPM paperwork, reporting, and delivery of required disclosure documents.
Portfolios are tailored to each client’s stated objectives, time horizon, and risk tolerance, using tools such as Monte Carlo analysis and quarterly reviews; KWM obtains client approval before executing trades. When appropriate the firm recommends and monitors third‑party managers (including a sponsored relationship with Gradient Investments) and discloses that it receives referral and incentive fees from those relationships.
Noteworthy distinctions in the brochure include an affiliation with an insurance business: the firm’s principals are licensed insurance agents who devote substantial time to that activity and may receive separate commissions, a disclosed conflict of interest. The firm is relatively small (two advisors and roughly $13.5M in reported AUM), operates without an account minimum, does not take discretionary trading authority or vote client proxies, and the ADV does not separate clients into high‑net‑worth or non‑HNW segments, features that set it apart from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.80% annually
Investment Advisor Representatives receive commissions on insurance products separately, unrelated to advisory fees.
Main office
5701 Lonetree Blvd, Ste 101
Rocklin CA 95765
Advisors at this office
2
Most active in
California · Texas
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Braden K
Series 65
Rocklin, CA
Kolb Wealth Management, LLC
Braden Kolb is a financial advisor at Kolb Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Kaiser Permanente for 14 years. He also has experience with Gradient Advisors, LLC and Kolb Financial & Insurance Services. Kolb Wealth Management provides non-discretionary asset management and financial planning services to individual clients, tailoring portfolios to their objectives, time horizons, and risk tolerance with tools like Monte Carlo analysis and quarterly reviews. The firm supports clients with reporting and paperwork and offers the option to engage third-party managers, including a sponsored relationship with Gradient Investments.
Robert K
Series 63, Series 65
Rocklin, CA
Kolb Wealth Management, LLC
Robert Kolb is a financial advisor at Kolb Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gradient Advisors LLC. Kolb also serves as CEO of Kolb Financial & Insurance Services. Kolb Wealth Management provides non-discretionary asset management and financial planning services to individual clients, offering tailored portfolios with ongoing monitoring and the option to engage third-party managers. The firm operates without account minimums and does not take discretionary trading authority or vote client proxies.
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