WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD #132346 SEC #801-126037 MEDFORD, NJ 609-654-9700
SEC Registered Disclosures
Total AUM
$165.5M
Discretionary
$162.5M
Employees
3
Clients
0
Accounts
849
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $165.5M | $162.5M | $3M | 3 | 3 |
| Jun 2024 | $130M | $130M | $0 | 3 | 3 |
| Mar 2024 | $130M | $130M | $0 | 3 | 3 |
| Sep 2023 | $109.4M | $109.4M | $0 | 3 | 3 |
| Mar 2023 | $109.4M | $109.4M | $0 | 3 | 3 |
| Jul 2022 | $116.5M | $116.5M | $0 | 3 | 2 |
| Jun 2022 | $116.5M | $116.5M | $0 | 3 | 2 |
DateMar 2025
Total AUM$165.5M
Discretionary$162.5M
Non-Disc.$3M
Employees3
Clients3
DateJun 2024
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients3
DateMar 2024
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients3
DateSep 2023
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees3
Clients3
DateMar 2023
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees3
Clients3
DateJul 2022
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees3
Clients2
DateJun 2022
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees3
Clients2