KOLINSKY WEALTH MANAGEMENT, LLC
CRD #153763 SEC #801-71410 RAMSEY, NJ 201-474-4011
SEC Registered
Total AUM
$493.8M
Discretionary
$489.6M
Employees
11
Clients
10
Accounts
1,461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $493.8M | $489.6M | $4.2M | 11 | 56 |
| Jul 2024 | $401.3M | $398.5M | $2.8M | 11 | 56 |
| Mar 2024 | $401.3M | $398.5M | $2.8M | 11 | 56 |
| Mar 2023 | $332.8M | $330.3M | $2.4M | 10 | 56 |
| Oct 2022 | $366.3M | $363.8M | $2.4M | 10 | 56 |
| Mar 2022 | $366.3M | $363.8M | $2.4M | 10 | 56 |
| May 2021 | $294.1M | $291.4M | $2.7M | 10 | 56 |
| Mar 2021 | $294.1M | $291.4M | $2.7M | 10 | 56 |
| Nov 2020 | $234.4M | $234.2M | $247.7K | 10 | 48 |
| Jun 2020 | $234.4M | $234.2M | $247.7K | 10 | 48 |
| Mar 2020 | $234.4M | $234.2M | $247.7K | 10 | 48 |
| Mar 2019 | $158.6M | $158.5M | $88K | 10 | 38 |
| Aug 2018 | $155.5M | $155.5M | $0 | 9 | 21 |
| Mar 2018 | $255.4M | $155.5M | $99.9M | 9 | 0 |
| Aug 2017 | $182.1M | $101.4M | $80.7M | 8 | 100 |
| Feb 2017 | $182.1M | $101.4M | $80.7M | 8 | 100 |
| Feb 2016 | $165.5M | $92M | $73.5M | 7 | 100 |
| Mar 2015 | $170M | $95M | $75M | 7 | 100 |
| Mar 2014 | $163M | $83M | $80M | 7 | 100 |
| Feb 2014 | $163M | $83M | $80M | 7 | 100 |
| Oct 2013 | $153M | $75M | $78M | 7 | 130 |
| Mar 2013 | $153M | $75M | $78M | 7 | 130 |
| May 2012 | $162M | $72M | $90M | 6 | 110 |
| Apr 2012 | $162M | $72M | $90M | 6 | 110 |
| Jan 2012 | $162M | $72M | $90M | 6 | 110 |
| Aug 2011 | $126.7M | $72M | $54.7M | 10 | -- |
| Jul 2011 | $126.7M | $72M | $54.7M | 10 | -- |
| Apr 2011 | $126.7M | $72M | $54.7M | 10 | -- |
| Mar 2011 | $126.7M | $72M | $54.7M | 10 | -- |
| Aug 2010 | $55M | $55M | $0 | 10 | -- |
| May 2010 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$493.8M
Discretionary$489.6M
Non-Disc.$4.2M
Employees11
Clients56
DateJul 2024
Total AUM$401.3M
Discretionary$398.5M
Non-Disc.$2.8M
Employees11
Clients56
DateMar 2024
Total AUM$401.3M
Discretionary$398.5M
Non-Disc.$2.8M
Employees11
Clients56
DateMar 2023
Total AUM$332.8M
Discretionary$330.3M
Non-Disc.$2.4M
Employees10
Clients56
DateOct 2022
Total AUM$366.3M
Discretionary$363.8M
Non-Disc.$2.4M
Employees10
Clients56
DateMar 2022
Total AUM$366.3M
Discretionary$363.8M
Non-Disc.$2.4M
Employees10
Clients56
DateMay 2021
Total AUM$294.1M
Discretionary$291.4M
Non-Disc.$2.7M
Employees10
Clients56
DateMar 2021
Total AUM$294.1M
Discretionary$291.4M
Non-Disc.$2.7M
Employees10
Clients56
DateNov 2020
Total AUM$234.4M
Discretionary$234.2M
Non-Disc.$247.7K
Employees10
Clients48
DateJun 2020
Total AUM$234.4M
Discretionary$234.2M
Non-Disc.$247.7K
Employees10
Clients48
DateMar 2020
Total AUM$234.4M
Discretionary$234.2M
Non-Disc.$247.7K
Employees10
Clients48
DateMar 2019
Total AUM$158.6M
Discretionary$158.5M
Non-Disc.$88K
Employees10
Clients38
DateAug 2018
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees9
Clients21
DateMar 2018
Total AUM$255.4M
Discretionary$155.5M
Non-Disc.$99.9M
Employees9
Clients0
DateAug 2017
Total AUM$182.1M
Discretionary$101.4M
Non-Disc.$80.7M
Employees8
Clients100
DateFeb 2017
Total AUM$182.1M
Discretionary$101.4M
Non-Disc.$80.7M
Employees8
Clients100
DateFeb 2016
Total AUM$165.5M
Discretionary$92M
Non-Disc.$73.5M
Employees7
Clients100
DateMar 2015
Total AUM$170M
Discretionary$95M
Non-Disc.$75M
Employees7
Clients100
DateMar 2014
Total AUM$163M
Discretionary$83M
Non-Disc.$80M
Employees7
Clients100
DateFeb 2014
Total AUM$163M
Discretionary$83M
Non-Disc.$80M
Employees7
Clients100
DateOct 2013
Total AUM$153M
Discretionary$75M
Non-Disc.$78M
Employees7
Clients130
DateMar 2013
Total AUM$153M
Discretionary$75M
Non-Disc.$78M
Employees7
Clients130
DateMay 2012
Total AUM$162M
Discretionary$72M
Non-Disc.$90M
Employees6
Clients110
DateApr 2012
Total AUM$162M
Discretionary$72M
Non-Disc.$90M
Employees6
Clients110
DateJan 2012
Total AUM$162M
Discretionary$72M
Non-Disc.$90M
Employees6
Clients110
DateAug 2011
Total AUM$126.7M
Discretionary$72M
Non-Disc.$54.7M
Employees10
Clients--
DateJul 2011
Total AUM$126.7M
Discretionary$72M
Non-Disc.$54.7M
Employees10
Clients--
DateApr 2011
Total AUM$126.7M
Discretionary$72M
Non-Disc.$54.7M
Employees10
Clients--
DateMar 2011
Total AUM$126.7M
Discretionary$72M
Non-Disc.$54.7M
Employees10
Clients--
DateAug 2010
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--