A complete list of active advisors currently associated with Kolb Wealth Management, LLC

Warmer can help you find a great advisor at Kolb Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kolb Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Braden Kolb	Rocklin, CA	1
Robert Kolb	Rocklin, CA	23

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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