KOLINSKY WEALTH MANAGEMENT, LLC
Latest filing: Mar 31, 2025 (36 days ago)
AUM
$493,754,690
23% change vs. 1 year ago
35% change vs. 3 years ago
111% change vs. 5 years ago
190% change vs. 10 years ago
Employee Count
11
0% change vs. 1 year ago
10% change vs. 3 years ago
10% change vs. 5 years ago
57% change vs. 10 years ago
Main Office
RAMSEY, NJ
500 N. FRANKLIN TURNPIKE, RAMSEY, NJ, UNITED STATES, 07446
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 282 | $0.1 |
| Average Individual AUM | $233,123 | |
| HNW | 132 | $0.3 |
| Average HNW AUM | $2,454,904 | |
| Retail Total | 414 | $0.4 |
| Average Retail AUM | $941,517 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 42% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.0 |
| Municipal | 4% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 21% | $0.1 |
| Other Pools | 21% | $0.1 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ANTHONY PICINICH | $0.0 | accountancy | - |
| KWM TPA SERVICES, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DAVID CIANO | RAMSEY | NJ | S63|1992-03-30|S66|2000-02-16 | ||||||
| JUSTIN MCPARTLAND | RAMSEY | NJ | S65|2019-02-20 | ||||||
| CHAD KOLINSKY | RAMSEY | NJ | S63|2017-09-28|S65|2017-08-03 | CHARTERED FINANCIAL ANALYST | |||||
| DAVID MOWAD | RAMSEY | NJ | S65|2014-12-22|S63|2016-02-11 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON KOLINSKY | RAMSEY | NJ | S63|2011-02-07|S65|2010-07-08 | CERTIFIED FINANCIAL PLANNER | |||||
| STEVEN KOLINSKY | RAMSEY | NJ | S63|1993-04-02|S65|2000-01-03 | CHARTERED FINANCIAL CONSULTANT | |||||
| ANTHONY PICINICH | RAMSEY | NJ | S65|2012-12-21 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.5 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 23% | 11 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.2 | 48% | 10 | 1 | 10% |
| 2022-04-01 | $0.4 | $0.1 | 35% | 10 | 1 | 10% |
| 2021-04-05 | $0.3 | $0.2 | 68% | 10 | 1 | 10% |
| 2020-04-01 | $0.2 | $0.3 | 111% | 10 | 1 | 10% |
| 2019-04-01 | $0.2 | $0.3 | 211% | 10 | 1 | 10% |
| 2018-04-02 | $0.3 | $0.2 | 93% | 9 | 2 | 22% |
| 2017-04-01 | $0.2 | $0.3 | 171% | 8 | 3 | 38% |
| 2016-04-01 | $0.2 | $0.3 | 198% | 7 | 4 | 57% |
| 2015-04-01 | $0.2 | $0.3 | 190% | 7 | 4 | 57% |
| 2014-04-01 | $0.2 | $0.3 | 203% | 7 | 4 | 57% |
| 2013-04-01 | $0.2 | $0.3 | 223% | 7 | 4 | 57% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, CA-03/31/2021, CT-05/04/2010, FL-05/04/2010, NH-03/31/2021, NJ-05/19/2010, NY-05/04/2010, PA-03/23/2020, TX-08/29/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV