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| Keyboard |
| Woloshin Investment Management LLC
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|---|---|
| CRD # | 132346 |
| SEC # | 801-126037 |
| CIK # | |
| AUM | 180.4 M (2026-03-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 609-654-9700 |
| Address | 40 North Main Street Medford, NJ 08055 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 361 | 156.0 |
| (b) Individuals (high net worth individuals) | 0 | 19.0 |
| (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 | 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 | 49 | 5.4 |
| Total | 835 | 180.4 |
| By Discretionary | ||
| Discretionary | 828 | 175.0 |
| Non-Discretionary | 7 | 5.4 |
| Total | 835 | 180.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.4 | |
| Total | 835 | 180.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
Righthand Capital LLC
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|
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Vauban Wealth Management
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Crossover Capital Brands LLC
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Glass Lakes Capital Management LLC
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KS | 178.3 M |
|
Fiduciary Wealth Group LLC
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|
SMB Financial Services Inc
✚
|
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|
Oak Financial Group Inc
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177.2 M |