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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-11-2022
- Office Locations
- 1
Office Locations
About Coletta Capital, LLC
Coletta Capital, LLC is an independent advisory firm offering fee-based financial planning alongside insurance services. The firm emphasizes simplifying planning and investing, partnering with clients through life milestones to set goals, assess risk tolerance, and build diversified portfolios. Portfolios primarily use public funds and ETFs with some fixed income exposure, supported through major custodians such as Schwab and Fidelity/NFS.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Michael Coletta
Chief Compliance Officer, Managing Member, President
- CRD
- #6388664
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,156,387 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,156,387 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,156,387
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,755,752,545 | 39.1% |
| Equity - Exchange | $754,389,840 | 16.8% |
| Cash | $902,573,559 | 20.1% |
| Corporate - Investment Grade | $1,077,699,772 | 24.0% |
| Total | $4,490,415,716 | 100.0% |