KOLINSKY WEALTH MANAGEMENT, LLC
Adviser information for KOLINSKY WEALTH MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 8 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,220 | $398.5M |
| Non-Discretionary | 78 | $2.8M |
| Total | 1,298 | $401.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 271 | $60.7M |
| HNW Individuals | 113 | $255.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 68 | $55.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $29.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 56 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Principal Office
500 N. FRANKLIN TURNPIKESUITE 104
RAMSEY
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 201-474-4011, Fax: 201-505-4879
Chief Compliance Officer
JASON KOLINSKY
INVESTMENT ADVISOR REPRESENTATIVE
500 N. FRANKLIN TURNPIKE
SUITE 104
RAMSEY
NJ
United States
Tel:
201-474-4011
Fax:
201-505-4879
J********@*****************M
(Full email address available in API data)
Regulatory Contact
JORDAN GREEN
COUNSEL
500 N. FRANKLIN TURNPIKE
SUITE 104
RAMSEY
NJ
United States
Tel:
609-881-0101
J*****@*********************M
(Full email address available in API data)
Industry Affiliates
| ANTHONY PICINICH | Accountant or accounting firm |
| KWM TPA SERVICES, LLC | Pension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOLINSKY, JASON, M | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2011 | 25-50% |
| KOLINSKY, STEVEN, IRA | Individual | – | MANAGING MEMBER | 04/2010 | 50-75% |
| Kolinsky, Chad | Individual | – | DIRECTOR | 05/2021 | 10-25% |