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| Happy Holidays!! thanks for using AUM13F!! |
| Kolinsky Wealth Management LLC
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| CRD # | 153763 |
| SEC # | 801-71410 |
| CIK # | 0001904326, 0000190432 |
| AUM | $493.8 M (2025-03-31) |
| Employees | 11 (55% Investors, 45% Brokers) |
| Phone | 201-474-4011 |
| Address | 500 N Franklin Turnpike Ramsey, NJ 07446 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904326 0000190432 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.8 | ||
| Apple Inc | 7.7 | ||
| Amazon Com Inc | 5.3 | ||
| Nvidia Corp | 4.6 | ||
| Alphabet Inc | 2.4 | ||
| Facebook Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Home Depot Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| VISA Inc | 1.3 | ||
| AbbVie Inc | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| UnitedHealth Group Inc | 1.1 | ||
| ServiceNow Inc | 1.1 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Accenture PLC | 1.0 | ||
| Bank of New York Mellon Corp | 1.0 | ||
| Mastercard Inc | 1.0 | ||
| Procter & Gamble Co | 1.0 | ||
| Philip Morris International Inc | 0.8 | ||
| Gallagher Arthur J & Co | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 65.7 |
| (b) Individuals (high net worth individuals) | 132 | 324.0 |
| (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 | 70.5 |
| (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 | 33.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,461 | 493.8 |
| By Discretionary | ||
| Discretionary | 1,380 | 489.6 |
| Non-Discretionary | 81 | 4.2 |
| Total | 1,461 | 493.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 493.8 | |
| Total | 1,461 | 493.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904326] |
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