Coulombe and Sons Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,273,789
This total excludes 13 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$127,379
About
Coulombe And Sons Wealth Management provides portfolio management, financial planning, and retirement‑plan advisory services to high‑net‑worth individuals and business clients. The firm offers non‑discretionary direct asset management, written full financial plans or hourly consultations, and ERISA 3(21) services for qualified plans including 401(k), 403(b), pension, profit‑sharing and cash‑balance arrangements.
Investment decisions are made on a non‑discretionary basis — the firm determines securities and amounts but obtains prior client approval before executing trades — and strategies are tailored to each client’s goals, time horizon and risk tolerance using fundamental analysis and periodic reviews. The firm reported $5,335,914 in non‑discretionary assets under management (and no discretionary assets) and conducts account reviews at least quarterly.
What is noteworthy for a single‑advisor independent firm is the combination of formal ERISA/pension consulting and plan advisory work alongside affiliated insurance and other financial services businesses, with the firm’s principal allocating material time to those affiliated activities. The brochure discloses potential conflicts from insurance commissions and affiliations and describes mitigation through written disclosures and the firm’s fiduciary obligations when providing advice.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
Financial planning fees range from $2,500 to $6,500
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.25% Over $5,000,000+: Negotiable
$250 per hour for consultation services
Account minimum: $100,000 Fee-only: Flat fees for financial planning ranging from $2,500 to $6,500; hourly consultation fee of $250 per hour
Main office location
Coulombe and Sons Wealth Management
21300 Victory Boulevard, Suite 300
Woodland Hills CA 91367, United States
Number of offices
2
Most active in
Coulombe and Sons Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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
Quick links
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