RIA Intel›Advisers›Massachusetts›COLEMMA ASSET MANAGEMENT LLC

COLEMMA ASSET MANAGEMENT LLC

Advisory

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in MA

#1,565

of 1,590 advisers by AUM

Average account

$97K

across 4 accounts

AUM per adviser

$387K

1 adviser

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$387K

Discretionary %

100%

Clients

4

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$387K

Discretionary AUM$387K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

MOTTA WEALTH MANAGEMENT LLC

$400K

SIMPLE CAPITAL, LLC

FRAMINGHAM, MA

$359K

0.0% 1Y

SCIENTIFIC INVESTMENT MANAGEMENT LLC

BOSTON, MA

$350K

-35.5% 1Y

ADAPTIVE ADVISERS, LLC

BOSTON, MA

$450K

KEMPTHORNE ANALYTICS, INC

$452K

ABLE FINANCIAL PLANNING INC.

WEST BROOKFIELD, MA

$300K

Get the full picture on COLEMMA ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COLEMMA ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans