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Colucci Wealth Management LLC

EST. AUM
$80,796,246

CONTACTS
1

CLIENT ACCOUNTS
93

Firm Details

Metro area New York City
CRD Number 338046
Website aldeninvestmentgroup.com
Client types

Overview

Colucci Wealth Management LLC is a New York–based registered investment adviser that provides investment management and comprehensive wealth planning services to individuals, families, and other private clients. The firm builds customized portfolios using equities, fixed income, ETFs, and options, guided by each client’s objectives, risk tolerance, and long-term goals. In addition to portfolio management, the firm offers broad financial planning support covering areas such as retirement, estate planning, cash-flow analysis, and wealth transfer. Colucci Wealth Management LLC operates with a client-centric approach, emphasizing tailored strategies and disciplined oversight across all aspects of the advisory relationship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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