Kolb Wealth Management, LLC
Kolb Wealth Management, LLC (CRD# 164675) is a financial advisory firm headquartered in East Greenwich, RI. They manage $22,292,915 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$289,518
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Joseph Kolb (CRD# 5557883) is an Investment Advisor Representative working at Kolb Wealth Management, LLC in East Greenwich, RI and has over 9 years of experience in the finance industry. Joseph Kolb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.