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WOLOSHIN INVESTMENT MANAGEMENT, LLC

MEDFORD, NJ · CRD 132346 · IAPD ↗ · 609-654-9700

$180.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
11States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — WOLOSHIN INVESTMENT MANAGEMENT, LLC reported RAUM up 27% ($130.0M -> $165.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.