Colucci Wealth Management Llc
SEC-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 338046
· SEC file 801-134725
· Brightwaters, NY
· colucciwealth.com
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $80.8M
- Discretionary
- $80.8M
- Clients
- 27
- Avg AUM / client
- $3.0M
- Accounts
- 93
- Employees
- 1
AUM over time
$0
$80.8M
Oct 9, 2025
Apr 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $2.7M | 3.38% |
| High net worth individuals | 22 | $78.1M | 96.6% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 891 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Market timing services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗