Woloshin Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Medford, NJ. Its latest Form ADV filing, dated March 17, 2026, reports $180M in regulatory assets under management, 3 employees, and 835 accounts.
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
361
2
401K PLANS
12.0%
49
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 17, 2026
Discretionary97.0%
$175M
97% of total RAUM97.0%
Non-discretionary3.0%
$5M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$180M
Total Accounts835
10Y AUM Change+$64M (+54.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee137:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.