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COLUCCI WEALTH MANAGEMENT LLC

BRIGHTWATERS, NY · CRD 338046 · IAPD ↗ · 212-763-4840

$80.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
May 2026 — COLUCCI WEALTH MANAGEMENT LLC now reports custody of client assets ($80.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
May 2026 — COLUCCI WEALTH MANAGEMENT LLC reported RAUM up 223% ($25.0M -> $80.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — COLUCCI WEALTH MANAGEMENT LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — COLUCCI WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — COLUCCI WEALTH MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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