Updated:
Colucci Wealth Management LLC
Colucci Wealth Management LLC is a registered investment advisor operating as a multi-family office with undisclosed AUM and limited public profile.
Colucci Wealth Management LLC
Colucci Wealth Management LLC is a registered investment advisor (RIA) that appears to function as a multi-family office, though no founding year or named principal is publicly documented. The firm's wealth origin and ownership structure are not disclosed in available public records. The firm's investment strategy is unclear from public information; typical RIA multi-family offices allocate across public equities, fixed income, and alternative assets such as private equity or real estate. No specific portfolio companies, deals, or co-investors are confirmed for Colucci Wealth Management. Headquarters location and total professionals are not publicly listed in accessible sources. The firm has not disclosed any recent operational events such as personnel moves or capital raises. As an RIA, Colucci Wealth Management is subject to SEC or state regulatory oversight, which provides a compliance framework but does not reveal investment details. No structural differentiator beyond its RIA status is identifiable from public sources.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate 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 Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: