BRIGHTWATERS, NYCRD 338046Latest ADV April 30, 2026
Colucci Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brightwaters, NY. Its latest Form ADV filing, dated April 30, 2026, reports $81M in regulatory assets under management, 1 employee, and 93 accounts.
Assets Under Management
$81M
Employees
1
Offices
--
Total Clients
27
Primary office
BRIGHTWATERS, NY
145 ORINOCO DR., #1, BRIGHTWATERS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.5% of total clients.
Top client categories% of clientsClients
1
HNWI
81.5%
22
2
Individuals
18.5%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$81Mas of April 30, 2026
Discretionary100.0%
$81M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$81M
Total Accounts93
10Y AUM Change+$81M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee27:1
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.