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Colucci Wealth Management LLC

● SEC registered since 2025CRD 338046SEC# 801-134725Brightwaters, NY
Export (members)
Reg. AUM
$80.8M
Employees
1
Accounts
93
Location
Brightwaters, NY

Colucci Wealth Management LLC assets under management

Colucci Wealth Management LLC operates as an SEC-registered investment adviser based in Brightwaters, NY. The firm has been registered since 2025. It reports $80.8 million in regulatory assets under management and employs 1 people.

Colucci Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
John Colucci ControlChief Executive Officer, Chief Compliance Officer, Manager, PresidentOver 75%2026

Frequently asked questions

How much does Colucci Wealth Management LLC manage?

Colucci Wealth Management LLC reports $80.8 million in regulatory assets under management on its Form ADV.

How many employees does Colucci Wealth Management LLC have?

Colucci Wealth Management LLC reports 1 employees.

Where is Colucci Wealth Management LLC located?

Colucci Wealth Management LLC is based in Brightwaters, NY and has been SEC-registered since 2025.

Does Colucci Wealth Management LLC disclose fund performance?

Colucci Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address145 Orinoco Dr., #1, Brightwaters, NY 11718
Phone212-763-4840
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$80.8M▲ 223%
Mar '26 — $25MApr '26 — $80.8MMay '26 — $80.8MJun '26 — $80.8M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$80.8Mregulatory AUM
Discretionary $80.8M