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Kolinsky Wealth Management, LLC

CRD 153763SEC# 801-71410Ramsey, NJ
Export (members)
No longer SEC-registered. Kolinsky Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$493.8M
Employees
11
Accounts
1,461
Location
Ramsey, NJ

Kolinsky Wealth Management, LLC assets under management

Kolinsky Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Ramsey, NJ. It reports $493.8 million in regulatory assets under management and employs 11 people.
View on SEC.gov ↗

Kolinsky Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Chad Kolinsky ControlDirector10-25%2021
Jason M Kolinsky ControlChief Compliance Officer25-50%2011
Steven IRA Kolinsky ControlManaging Member50-75%2010

Frequently asked questions

How much does Kolinsky Wealth Management, LLC manage?

Kolinsky Wealth Management, LLC reports $493.8 million in regulatory assets under management on its Form ADV.

How many employees does Kolinsky Wealth Management, LLC have?

Kolinsky Wealth Management, LLC reports 11 employees.

Where is Kolinsky Wealth Management, LLC located?

Kolinsky Wealth Management, LLC is based in Ramsey, NJ.

Does Kolinsky Wealth Management, LLC disclose fund performance?

Kolinsky Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$489.6M
Non-discretionary$4.2M
Total (RAUM)$493.8M