# WOLOSHIN INVESTMENT MANAGEMENT, LLC

WOLOSHIN INVESTMENT MANAGEMENT, LLC of MEDFORD, NJ is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 132346
- Type: SEC-registered investment adviser
- SEC file number: 801-126037
- Location: 40 NORTH MAIN STREET, MEDFORD, NJ, 08055
- Phone: 609-654-9700
- Latest filing: 2026-03-17
- Regulatory AUM: $180.4M
- Discretionary AUM: $175.0M
- Non-discretionary AUM: $5.4M
- Clients: 3
- Accounts: 835

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Allan Woloshin | MANAGING MEMBER | — |
| Susan Bochnowski Egan | CHIEF COMPLIANCE OFFICER | — |
| WOLOSHIN MICHAEL ALLAN | MANAGING MEMBER | — |
| EGAN SUSAN BOCHNOWSKI | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132346/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132346/similar
- Related entities: https://search.stillhousedata.com/firm/132346/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132346

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.