K
CRD: 158921
Kolash Wealth Strategies, LLC
Appleton, WI, 54914
9207308040
$10.6M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2011
- Office Locations
- 1
Office Locations
2711 N. Mason Street Appleton WI
About Kolash Wealth Strategies, LLC
Kolash Wealth Strategies, LLC is a Appleton-based RIA. The firm has been operating for 14 years. Managing $10.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$251.8K AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian meridian Quantum optima
Investment Themes
Zenith Radial bridge Bridge
Investment Vehicles
Alpha vital
Services
Wave element Ridge summit Vector Alpha Zenith signal Fusion north Peak
Owner & Executives
R
RONALD BRENT KOLASH
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2378810
- Ownership
- 75% or more
(929) 253-1427
alpha.summit@capitalcapital.com
in linkedin.com/in/ridge-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,510,000 | -- |
| Non-Discretionary | $64,000 | -- |
| Total | $10,574,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,574,000
Equity - Exchange:
32.4% Cash:
32.7% Public Funds:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $651,626,559 | 32.4% |
| Cash | $657,660,138 | 32.7% |
| Public Funds | $701,906,386 | 34.9% |
| Total | $2,011,193,083 | 100.0% |