|
⚲
|
| Colucci Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 338046 |
| SEC # | 801-134725 |
| CIK # | |
| AUM | $80.8 M (2026-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-763-4840 |
| Address | 145 Orinoco Dr, 1 Brightwaters, NY 11718 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.7 |
| (b) Individuals (high net worth individuals) | 22 | 78.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 93 | 80.8 |
| By Discretionary | ||
| Discretionary | 93 | 80.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 93 | 80.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.8 | |
| Total | 93 | 80.8 |
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|---|---|---|
|
Invictus Timing Service Ltd
✚
|
NY | 0.1 |
|
Bespoke Investment Group LLC
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|
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|
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|
Shankland Financial Advisors LLC
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0.1 | |
|
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NY | 0.1 |
|
EKO Investments Inc
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0.1 | |
|
Sloan Advisory Group Inc
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NY | 0.1 |
|
Brooks Wayne I
✚
|
NY | 0.1 |