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WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346File 801-126037
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$180.4M
Bottom 25% of cohort (national)
Discretionary AUM
$175.0M
Non-discretionary $5.4M
Clients
361
835 accounts
Employees
3
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 7, 2022
- Principal office
- 40 NORTH MAIN STREET, MEDFORD, NJ, 08055
- Phone
- 609-654-9700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $180.4M
- Discretionary AUM
- $175.0M
- Non-discretionary AUM
- $5.4M
- Discretionary accounts
- 828
- Non-discretionary accounts
- 7
- Total accounts
- 835
- AUM per client
- $500K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $19.0M |
| Individuals (other than high net worth individuals) | 361 | $156.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 410 | 361 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.