RIA Intel›Advisers›Wisconsin›KOLASH WEALTH STRATEGIES, LLC

KOLASH WEALTH STRATEGIES, LLC

Advisory

APPLETON, WI

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account

$96K

across 110 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$64K

Discretionary %99.4%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

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

42 clients

3 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

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

DISCIPLINED FINANCIAL SERVICES, INC.

$11M

DENNY, BARRY T.

$11M

IDC PORTFOLIO MANAGEMENT INC

$10M

FAMILY INVESTMENT PLANNING, LLC

$10M

PREPARED FINANCIAL PLANNING LLC

$11M

CIRCLE R WEALTH LLC

$11M

Get the full picture on KOLASH WEALTH STRATEGIES, LLC

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

Create a free account →See plans