Colburn Wealth Management, LLC

Colburn Wealth Management, LLC (CRD# 157870) is a financial advisory firm headquartered in Mount Sterling, OH. They manage $12,418,810 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $100,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Colburn Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Danny R. Colburn
CRD#: 5937382
27 N. London St., Mount Sterling, OH 43143
90
Wealthminder
score

Danny Colburn (CRD# 5937382) is an Investment Advisor Representative working at Colburn Wealth Management, LLC in Mount Sterling, OH and has over 6 years of experience in the finance industry.

2
Paul D. Chapman
CRD#: 4776398
27 N. London St., Mount Sterling, OH 43143
83
Wealthminder
score

Paul Chapman (CRD# 4776398) is an Investment Advisor Representative working at Colburn Wealth Management, LLC in Mount Sterling, OH and has over 12 years of experience in the finance industry.

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