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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kolinsky, Chad | I | DIRECTOR | NA | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | E | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | D | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | D | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | D | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | D | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | D | Control |
| KOLINSKY, STEVEN, IRA | I | MANAGING MEMBER | D | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Kolinsky, Chad | I | DIRECTOR | B | Control |
| Kolinsky, Chad | I | DIRECTOR | B | Control |
| Kolinsky, Chad | I | DIRECTOR | B | Control |
| Kolinsky, Chad | I | DIRECTOR | B | Control |
| Kolinsky, Chad | I | DIRECTOR | B | Control |
| Kolinsky, Chad | I | DIRECTOR | B | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | A | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | A | Control |
| KOLINSKY, JASON, M | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (9)
CA CT FL NH NJ NY PA TX VA
Address
500 N. FRANKLIN TURNPIKESUITE 104
RAMSEY, NJ 07446
United States
Phone: 201-474-4011