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COLBURN WEALTH MANAGEMENT, LLC

GROVE CITY, OH · CRD 157870 · IAPD ↗ · 740.831.4004

$116.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — COLBURN WEALTH MANAGEMENT, LLC (GROVE CITY, OH) is newly SEC-registered with $116.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.