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WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346 · SEC 801-126037
40 NORTH MAIN STREET, MEDFORD, NJ, 08055, United States
Phone
609-654-9700
Fax
609-654-2777
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.4M
Discretionary AUM
$175.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 361 | $156.0M |
States served
AL, CA, DE, GA, MD, MA, NJ, PA, VA, TX, FL
All web addresses on file
- HTTPS://TWITTER.COM/MWOLOSHININVEST?LANG=EN
- HTTP://WWW.WOLOSHINLLC.COM
- HTTP://WWW.MICHAELWOLOSHIN.COM/
- HTTPS://WWW.FACEBOOK.COM/WOLOSHININVESTMENTMANAGEMENT/
- HTTPS://WWW.LINKEDIN.COM/IN/MICHAEL-WOLOSHIN-ABA5891A/
- HTTPS://WWW.FACEBOOK.COM/WOLOSHININVESTMENTMANAGEMENT/
- HTTPS://WWW.FACEBOOK.COM/MICHAEL.WOLOSHIN.9
- HTTPS://WWW.LINKEDIN.COM/IN/SUZYEGAN/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/3971001/
- HTTPS://WWW.LINKEDIN.COM/IN/KATIE-WOLOSHIN-8B1A6716/
Official SEC filing: View on IAPD