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| Kolinsky Wealth Management LLC
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|---|---|
| CRD # | 153763 |
| SEC # | 801-71410 |
| CIK # | 0000190432, 0001904326 |
| AUM | $401.3 MM (2024-07-23) |
| Employees | 11 (64% Investors, 45% Brokers) |
| Phone | 201-474-4011 |
| Address | 500 N Franklin Turnpike Ramsey, NJ 07446 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 8.7 | |
| AAPL | 2,382,844.0 | 5.9 | |
| AMZN | 1,092,997.8 | 4.4 | |
| NVDA | 399,550.0 | 4.0 | |
| GOOGL | 1,475,138.5 | 2.6 | |
| META | 434,852.0 | 1.8 | |
| JPM | 340,169.2 | 1.6 | |
| HD | 277,648.0 | 1.5 | |
| GOOG | 1,482,566.4 | 1.3 | |
| UNH | 477,004.0 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 60.7 |
| (b) Individuals (high net worth individuals) | 113 | 255.2 |
| (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 | 68 | 55.8 |
| (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 | 29.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,298 | 401.3 |
| By Discretionary | ||
| Discretionary | 1,220 | 398.5 |
| Non-Discretionary | 78 | 2.8 |
| Total | 1,298 | 401.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.3 | |
| Total | 1,298 | 401.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904326] |
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|---|---|---|
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TX | 0.4 |
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