RIA Intel›Advisers›New Jersey›KOLINSKY WEALTH MANAGEMENT, LLC

KOLINSKY WEALTH MANAGEMENT, LLC

Advisory

N·RAMSEY, NJ

Data as of Jul 23, 2024 · Source: SEC Form ADV

Total AUM

$494M

1-Year AUM Growth

+20.6%

3-Year CAGR

+10.3%

Employees

6

Assets Under Management

Total AUM$494M

Discretionary AUM$490M

Non-Discretionary AUM$4M

Discretionary %99.2%

Total Clients482

Team

Total Employees6

Investment Advisers11

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record31

First FilingApr 27, 2010

Latest FilingJul 23, 2024

🔒 Full AUM trend chart and 31 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KOLINSKY WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.