KOLASH WEALTH STRATEGIES, LLC

Overview

Kolash Wealth Strategies, LLC is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm operates a fee model that includes a percentage of assets under management alongside hourly and fixed-fee engagements, which supports both ongoing investment relationships and standalone planning projects. Client relationships appear to be personalized: the firm manages discretionary mandates for the vast majority of client assets and works with outside accountants as an industry affiliate to coordinate tax and reporting matters. Investment activity centers on liquid equities and pooled vehicles as the core building blocks of client portfolios, supplemented by insurance products where appropriate. The firm is not an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Given the scale and client focus, investment selection and portfolio construction appear tailored rather than institutionalized, with an emphasis on straightforward equity exposure, income solutions, and access to real estate exposures through third-party vehicles.

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Public Holdings

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Location & Offices