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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) |
|---|
| CIK | Period |
|---|---|
| 0000190432 0001904326 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 8.7 | |
| Apple Inc | 2,382,844.0 | 5.9 | |
| Amazon Com Inc | 1,092,997.8 | 4.4 | |
| Nvidia Corp | 399,550.0 | 4.0 | |
| Alphabet Inc | 1,475,138.5 | 2.6 | |
| Facebook Inc | 434,852.0 | 1.8 | |
| J P Morgan Chase & Co | 340,169.2 | 1.6 | |
| Home Depot Inc | 277,648.0 | 1.5 | |
| Alphabet Inc | 1,482,566.4 | 1.3 | |
| UnitedHealth Group Inc | 477,004.0 | 1.1 | |
| Adobe Systems Inc | 172,760.2 | 1.1 | |
| AbbVie Inc | 269,466.6 | 1.1 | |
| Emcor Group Inc | 5,301.9 | 1.0 | |
| Novo Nordisk A S | 245,328.6 | 1.0 | |
| VISA Inc | 419,260.5 | 1.0 | |
| Merck & Co Inc | 232,371.9 | 1.0 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 0.9 | |
| Procter & Gamble Co | 338,108.9 | 0.9 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 0.9 | |
| Accenture PLC | 179,517.0 | 0.8 | |
| ASML Holding NV | 197,439.9 | 0.8 | |
| Broadcom Inc | 201,282.9 | 0.8 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 60.7 |
| (b) Individuals (high net worth individuals) | 113 | 255.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 68 | 55.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 29.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,298 | 401.3 |
| By Discretionary | ||
| Discretionary | 1,220 | 398.5 |
| Non-Discretionary | 78 | 2.8 |
| Total | 1,298 | 401.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.3 | |
| Total | 1,298 | 401.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904326] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 0.4 |
|
Second Line Capital LLC
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|
LA | 0.4 |
|
Aviso Wealth Management
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WA | 0.4 |
|
Yarger Wealth Strategies LLC
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OH | 0.4 |
|
Auctus Advisors LLC
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NC | 0.4 |
|
Shorehaven Wealth Partners LLC
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|
NJ | 0.4 |
|
Meridian Financial Partners LLC
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|
VA | 0.4 |
|
Symmetry Capital Advisors LLC
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|
TX | 0.4 |
|
Tempus Wealth Planning LLC
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|
CA | 0.4 |
|
Kraft Asset Management LLC
✚
|
TN | 0.4 |