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, owner-operated RIA organized as an LLC. The firm serves individual and family clients and charges advisory fees based on a percentage of assets under management. Services on offer include financial planning, portfolio management for individuals and small businesses, and market-timing strategies; the firm also operates as an insurance broker. Colucci Wealth Management is not positioned as a capital allocator or pension consultant, does not describe itself as an active ESG investor, and reports multi-state and related-adviser status as negative.
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 1
John 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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