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KOLINSKY WEALTH MANAGEMENT, LLC

RAMSEY, NJ · CRD 153763 · IAPD ↗ · 201-474-4011

$493.8MRegulatory AUM
6Advisory reps
11Employees
56Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — KOLINSKY WEALTH MANAGEMENT, LLC (RAMSEY, NJ) left the SEC roster (was $493.8M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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