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COLUCCI WEALTH MANAGEMENT LLC
CRD 338046 · SEC 801-134725
145 ORINOCO DR., #1, BRIGHTWATERS, NY, 11718, United States
Phone
212-763-4840
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$80.8M
Discretionary AUM
$80.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.7M |
| High net worth individuals | 22 | $78.1M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD