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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 Oct 1, 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
- Website
- HTTP://WWW.WOLOSHINLLC.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 410 | 361 | decreased by49 |
| Apr 1, 2026 | Clients | 432 | 410 | decreased by22 |
| Apr 1, 2026 | AUM | $165,499,600 | $180,395,979 | increased by$14,896,379 |
| Apr 1, 2026 | Accounts | 849 | 835 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 710 | 432 | decreased by278 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $116,458,400 | $165,499,600 | increased by$49,041,200 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 710 | 849 | increased by139 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WOLOSHIN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WOLOSHIN INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.