{
  "crd_number": 338046,
  "slug": "colucci-wealth-management-llc-brightwaters-ny-338046",
  "primary_business_name": "COLUCCI WEALTH MANAGEMENT LLC",
  "legal_name": "COLUCCI WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Brightwaters",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-19",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 80796246.0,
  "raum_discretionary": 80796246.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 2733916.0,
      "count": 5
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 78062330.0,
      "count": 22
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "market_timing",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://colucciwealth.com",
    "https://linkedin.com/in/john-colucci"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338046",
  "city_as_filed": "BRIGHTWATERS",
  "url": "https://advisorcensus.com/firm/colucci-wealth-management-llc-brightwaters-ny-338046",
  "display_name": "Colucci Wealth Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Colucci Wealth Management LLC (CRD 338046): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Market timing services"
  ],
  "quick_answers": [
    {
      "q": "How is Colucci Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Colucci Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Colucci Wealth Management LLC located?",
      "a": "Colucci Wealth Management LLC's principal office is in Brightwaters, NY, according to its Form ADV."
    },
    {
      "q": "Is Colucci Wealth Management LLC registered with the SEC or a state?",
      "a": "Colucci Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338046."
    },
    {
      "q": "How much does Colucci Wealth Management LLC manage?",
      "a": "Colucci Wealth Management LLC reports $80,796,246 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Colucci Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (5)."
    },
    {
      "q": "Does Colucci Wealth Management LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Colucci Wealth Management LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Colucci Wealth Management LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $25,019,000 to $80,796,246 (+223%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $25,019,000 to $80,796,246 (+223%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $25,019,000."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/colucci-wealth-management-llc-brightwaters-ny-338046.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 2733916.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 78062330.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338046",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}