Colohan Wealth Management LLC

Overview

Colohan Wealth Management LLC is organized as a limited liability company and is classified in FINTRX as an institutional registered investment adviser owned by an individual. Public disclosures through the source are sparse: the firm is not identified as a capital allocator, it does not flag itself as an active ESG investor, and it is not listed as a multi-state adviser. The listed fee structure is categorized as "Other," which suggests a non-standard or bespoke pricing arrangement rather than a simple assets-under-management or commission model. The record also indicates the firm is not newly formed, is not described as a pension consultant, and is not noted as a related adviser to another entity. FINTRX does not provide detail on Colohan Wealth Management’s client segments, advisory offerings, or specific business activities. That lack of granular public data limits visibility into target clientele, service lines (for example, financial planning, discretionary portfolio management, or wealth-transfer planning), and typical account minimums.

Assets & Accounts

Investments & Alternatives