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| Happy Holidays!! thanks for using AUM13F!! |
| Woloshin Investment Management LLC
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| CRD # | 132346 |
| SEC # | 801-126037 |
| CIK # | |
| AUM | $165.5 M (2025-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 609-654-9700 |
| Address | 40 North Main Street Medford, NJ 08055 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 145.7 |
| (b) Individuals (high net worth individuals) | 0 | 16.9 |
| (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 | 68 | 3.0 |
| Total | 849 | 165.5 |
| By Discretionary | ||
| Discretionary | 843 | 162.5 |
| Non-Discretionary | 6 | 3.0 |
| Total | 849 | 165.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.5 | |
| Total | 849 | 165.5 |
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|---|---|---|
|
Invisor Financial LLC
✚
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KS | 0.2 |
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Montgomery Financial Services LLC
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MD | 0.2 |
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NC | 0.2 |
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Valued Retirements Inc
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TX | 0.2 |
|
Specialized Retirement Consultants LLC
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0.2 | |
|
Peterson Rogers Private Wealth LLC
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UT | 0.2 |
|
Teton Wealth Group LLC
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|
UT | 0.2 |
|
Reflection Asset Management LLC
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|
0.2 | |
|
Incompass Financial Partners LLC
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|
GA | 0.2 |
|
Conceptual Financial Advisors LLC
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|
WI | 0.2 |