# Woloshin Investment Management

Woloshin Investment Management is an Asset Manager based in Medford, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Medford, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** woloshin.com
- **LinkedIn:** https://www.linkedin.com/company/suzyegan

## Regulatory record

- **CRD number:** 132346
- **SEC file number:** 801-126037
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132346

## About

WOLOSHIN INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in MEDFORD, NJ, registered since 2022. The firm manages $180 million in assets, $175 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Sectors

- Financial Services

## People

- David Woloshin — Founder and Portfolio Manager

## Related profiles

- [Marathon-London](https://altss.com/profile/marathon-london)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/woloshin-investment-management-llc

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