Multi-Family OfficeRIA · CRD 338046SEC-Registered

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Colucci Wealth Management LLC

COLUCCI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in BRIGHTWATERS, NY, registered since 2025. The firm manages approximately $81 million in...

Colucci Wealth Management LLC

COLUCCI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in BRIGHTWATERS, NY, registered since 2025. The firm manages approximately $81 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What type of firm is Colucci Wealth Management LLC?

Colucci Wealth Management LLC is registered as an investment advisor (RIA) with regulatory authorities. Based on typical RIA structures, it likely serves high-net-worth families as a multi-family office, but specific client segmentation is not publicly detailed.

Is Colucci Wealth Management a single-family office or multi-family office?

Public information does not definitively classify Colucci Wealth Management. The name 'Wealth Management' suggests it serves multiple clients, consistent with a multi-family office or RIA. No evidence of single-family office status is available.

What investment services does Colucci Wealth Management offer?

As an RIA, the firm likely provides financial planning, portfolio management, and asset allocation across public securities. Alternative investments such as private equity or hedge funds may be offered, but no specific service menu is publicly disclosed.

Where is Colucci Wealth Management headquartered?

The firm's headquarters location is not publicly available in the sources consulted. Many RIAs operate from a single office; however, no city or state is confirmed.

Who manages investment decisions at Colucci Wealth Management?

Named principals and investment decision-makers are not identified in public sources. The firm's regulatory filings may list key personnel, but that information is not accessible in this analysis.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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