RIA Intel›Advisers›New York›COLSARA NATIONAL WEALTH MANAGEMENT LLC

COLSARA NATIONAL WEALTH MANAGEMENT LLC

Advisory

NY

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in NY

#4,736

of 5,722 advisers by AUM

Average account

$378K

across 84 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NY, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

46 clients

10 high-net-worth

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

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