← Back to searchVisit website
KOLASH WEALTH STRATEGIES, LLC
CRD 158921
2711 N. MASON STREET, APPLETON, WI, 54914, United States
Phone
920-730-8040
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$10.6M
Discretionary AUM
$10.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $8.4M |
| High net worth individuals | 3 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD