DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Kolinsky Wealth Management, LLC
Latest filing Mar 31, 2025
First filing on the tape Jan 18, 2012 · 26 filings
SEC status approved since May 4, 2010
RAUM
$494M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
79%
$390M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$494M as of Mar 31, 2025
Apr 3, 2012$162M then
HNW client RAUM$324M as of Mar 31, 2025
Mar 23, 2018$105M then
State-registered IARs (5.B.3)6 as of Mar 31, 2025
Mar 27, 20133 then
Employees (5.A)11 as of Mar 31, 2025
Mar 27, 20137 then
Private funds: no history
RAUM +23% over the last fiscal year+10% a year over threeIARs 7 to 6
Practice profile
derived from the filing of Mar 31, 2025; every figure names its basis
- RAUM per advisor
- $82.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 69derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $337,957derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$324M66%
- Pension and profit-sharing plans$70.5M14%
- Individuals$65.7M13%
- Corporations and businesses$33.5M6.8%
- Individual clients
- 282reported
- HNW clients
- 132reported
- Pension plan clients
- 68reported
- Charitable clients
- n/areported
- Accounts
- 1,461reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
5 left, 0 joined in 12 months
net -5 in 12 months0 left in 90 days0 joined in 90 days5 left over 36 months
Left, latest
- David Louis Ciano to Sobel Financial Advisors, LLCSep 18, 2025 · Other
- David George Mowad to World Investment Advisors, LLCSep 18, 2025 · Other
- Jason Nmn Kolinsky to American Portfolios Advisors, IncSep 18, 2025 · Other
- Chad Nmn Kolinsky to World Investment Advisors, LLCSep 18, 2025 · Other
- Steven Ira Kolinsky to World Investment Advisors, LLCSep 18, 2025 · Other
Joined, latest
- David George Mowad from American Portfolios Advisors, IncFeb 10, 2016 · Other
- Steven Ira Kolinsky from Osaic Wealth, Inc.Jun 29, 2010 · Other
- David Louis Ciano from Osaic Wealth, Inc.May 7, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for World Investment Advisors, LLCSep 18, 2025 · Ramsey, Nj · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Chad Kolinsky · Directorcontrolsince 05/2021 · owns 10% to 25%
- M Jason Kolinsky · Chief Compliance Officercontrolsince 04/2011 · owns 25% to 50%
- Ira Steven Kolinsky · Managing Membercontrolsince 04/2010 · owns 50% to 75%
Related persons
Schedule D 7.A
- Anthony Picinichinsurancey
- Kwm Securities LLCbroker-dealern
- Kwm Tpa Services, LLCLP sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ramsey, Nj · principal | 0 | 0 | 5 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,298 to 1,461Jul 23, 2024 to Mar 31, 2025
- Advisory employees · 7 to 6Jul 23, 2024 to Mar 31, 2025
- HNW clients · 113 to 132Jul 23, 2024 to Mar 31, 2025
- Individual clients · 271 to 282Jul 23, 2024 to Mar 31, 2025
- Financial planning clients · 1-10 to 1-10Jul 23, 2024 to Mar 31, 2025
- State-registered IARs · 7 to 6Jul 23, 2024 to Mar 31, 2025
- Discretionary RAUM · $398M to $490MJul 23, 2024 to Mar 31, 2025
- HNW RAUM · $255M to $324MJul 23, 2024 to Mar 31, 2025
- Individual RAUM · $60.7M to $65.7MJul 23, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $2.8M to $4.2MJul 23, 2024 to Mar 31, 2025
- Pension RAUM · $55.8M to $70.5MJul 23, 2024 to Mar 31, 2025
- RAUM · $401M to $494MJul 23, 2024 to Mar 31, 2025
- Related broker-dealer · false to trueMar 29, 2024 to Jul 23, 2024
- Accounts · 1,175 to 1,298Mar 29, 2023 to Mar 29, 2024
- HNW clients · 115 to 113Mar 29, 2023 to Mar 29, 2024
- Individual clients · 258 to 271Mar 29, 2023 to Mar 29, 2024
- Pension plan clients · 61 to 68Mar 29, 2023 to Mar 29, 2024
- Employees · 10 to 11Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $330M to $398MMar 29, 2023 to Mar 29, 2024
- HNW RAUM · $214M to $255MMar 29, 2023 to Mar 29, 2024
- Individual RAUM · $49.8M to $60.7MMar 29, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $2.4M to $2.8MMar 29, 2023 to Mar 29, 2024
- Pension RAUM · $42.2M to $55.8MMar 29, 2023 to Mar 29, 2024
- RAUM · $333M to $401MMar 29, 2023 to Mar 29, 2024
- Accounts · 1,043 to 1,175Oct 27, 2022 to Mar 29, 2023
- Advisory employees · 8 to 7Oct 27, 2022 to Mar 29, 2023
- HNW clients · 109 to 115Oct 27, 2022 to Mar 29, 2023
- Individual clients · 231 to 258Oct 27, 2022 to Mar 29, 2023
- Pension plan clients · 59 to 61Oct 27, 2022 to Mar 29, 2023
- State-registered IARs · 8 to 7Oct 27, 2022 to Mar 29, 2023
- Discretionary RAUM · $364M to $330MOct 27, 2022 to Mar 29, 2023
- HNW RAUM · $239M to $214MOct 27, 2022 to Mar 29, 2023
- Individual RAUM · $56.4M to $49.8MOct 27, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $2.4M to $2.4MOct 27, 2022 to Mar 29, 2023
- Pension RAUM · $46.4M to $42.2MOct 27, 2022 to Mar 29, 2023
- RAUM · $366M to $333MOct 27, 2022 to Mar 29, 2023
- Accounts · 902 to 1,043May 21, 2021 to Mar 25, 2022
- HNW clients · 88 to 109May 21, 2021 to Mar 25, 2022
- Individual clients · 229 to 231May 21, 2021 to Mar 25, 2022
- Pension plan clients · 54 to 59May 21, 2021 to Mar 25, 2022
Signals
8 dated events
- Kolinsky Wealth Management, Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $493.8M)Dec 20, 2025 · Left the SEC roster · derived
- Chad Nmn Kolinsky left Kolinsky Wealth Management, Llc for World Investment Advisors, Llc (registered 2025-04-02)Sep 18, 2025 · Advisor changed firm · fact
- Steven Ira Kolinsky left Kolinsky Wealth Management, Llc for World Investment Advisors, Llc (registered 2025-05-08)Sep 18, 2025 · Advisor changed firm · fact
- David George Mowad left Kolinsky Wealth Management, Llc for World Investment Advisors, Llc (registered 2025-04-02)Sep 18, 2025 · Advisor changed firm · fact
- Jason Nmn Kolinsky left Kolinsky Wealth Management, Llc for American Portfolios Advisors, Inc (registered 2013-09-17)Sep 18, 2025 · Advisor changed firm · fact
- David Louis Ciano left Kolinsky Wealth Management, Llc for Sobel Financial Advisors, Llc (registered 2010-09-24)Sep 18, 2025 · Advisor changed firm · fact
- Kolinsky Wealth Management, LLC's advisors moved to World Investment Advisors, LLC (Ramsey, NJ): 3 of 5 registered, on the same daySep 18, 2025 · Firm absorbed (people side) · derived
- Chad Kolinsky (Director) appeared on Schedule A of Kolinsky Wealth Management, LlcMay 21, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026