COLUCCI WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- BRIGHTWATERS, New York
- CRD number
- 338046
- Registered since
- November 19, 2025
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.62%
- Individuals3.38%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Colucci Wealth Management LLC is an independent, individually owned registered investment adviser operating as an LLC. The firm focuses on serving individual and family clients and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses; the firm also offers market timing services and operates as an insurance broker. Colucci is not an active ESG investor, does not function as a capital allocator, and is not registered as a multi-state adviser. The firm’s SEC registration is recorded for 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents10%
- US Government Bonds8%
- Investment Grade Corp Bonds1%
Contacts
1 of 1JOHN COLUCCI
Managing DirectorCRD 5377397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRIGHTWATERS, NY
SUFFOLK
Location
BRIGHTWATERS, NY
Headquartered in BRIGHTWATERS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 145 Orinoco Dr
- Time zone
- ET (UTC-5)
- Office locations
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