AdvisorCensus / Financial advisors / New York / New York / Colucci Wealth Management LLC
Colucci Wealth Management LLC is an SEC-registered investment advisory firm in Brightwaters, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is Colucci Wealth Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Colucci Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Colucci Wealth Management LLC located?
Colucci Wealth Management LLC's principal office is in Brightwaters, NY, according to its Form ADV.
Is Colucci Wealth Management LLC registered with the SEC or a state?
Colucci Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338046.
How much does Colucci Wealth Management LLC manage?
Colucci Wealth Management LLC reports $80,796,246 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).
What types of clients does Colucci Wealth Management LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (5).
Does Colucci Wealth Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338046
Does Colucci Wealth Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 30, 2026 says: "Generally, the Firm requires clients to maintain a minimum of $1,000,000 in assets under management to maintain an investment advisory relationship with the Firm, but the Firm reserves the right to waive or reduce such minimum in its sole and absolute discretion."
What changed in Colucci Wealth Management LLC's recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $25,019,000 to $80,796,246 (+223%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Generally, the Firm requires clients to maintain a minimum of $1,000,000 in assets under management to maintain an investment advisory relationship with the Firm, but the Firm reserves the right to waive or reduce such minimum in its sole and absolute discretion.
As stated in the firm's Form ADV Part 2A brochure dated April 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$80,796,246 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Regulatory assets under management went from $25,019,000 to $80,796,246 (+223%).
- April 2026
- Regulatory assets under management went from $0 to $25,019,000.
- March 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Colucci Wealth Management LLC (CRD 338046): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/colucci-wealth-management-llc-brightwaters-ny-338046