C
$80.8M Total AUM
$80.8M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus horizonInsight
- Established Date
- 11-19-2025
- Office Locations
- 1
Office Locations
145 Orinoco Dr., #1 Brightwaters NY
About Colucci Wealth Management LLC
Colucci Wealth Management LLC is a Brightwaters-based RIA. The firm has been operating for 0 years. Managing $80.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$80.8M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Atlas Unison ember
Client Personas
Atlas summit
Custodian
Signal Matrix meridian Ridge legacy
Investment Themes
Ember
Investment Vehicles
Horizon timber
Services
Oak eagle Vital Catalyst Element atlas Legacy focus Fusion
Technology
Legacy Quantum value
Owner & Executives
JOHN COLUCCI
Managing Director
- CRD
- #5377397
- Ownership
- 75% or more
(631) 820-5124
harbor.catalyst@optimacapital.com
in linkedin.com/in/wave-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,796,246 | $868,777 |
| Non-Discretionary | $0 | -- |
| Total | $80,796,246 | $868,777 |
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Separately Managed Accounts
Total SMA Asset: $80,796,246
Equity - Exchange:
15.4% Cash:
29.9% U.S. Government/Agency:
18.7% Corporate - Investment Grade:
36.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $844,912,140 | 15.4% |
| Cash | $1,640,446,297 | 29.9% |
| U.S. Government/Agency | $1,025,964,741 | 18.7% |
| Corporate - Investment Grade | $1,975,119,288 | 36.0% |
| Total | $5,486,442,466 | 100.0% |