KOLASH WEALTH STRATEGIES, LLC

KOLASH WEALTH STRATEGIES, LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 158921). Regulatory assets under management: $10.6M.

Registration

• CRD: 158921
• Type: Registered investment adviser
• Location: 2711 N. MASON STREET, APPLETON, WI, 54914
• Phone: 920-730-8040
• Latest filing: 2026-01-13
• Regulatory AUM: $10.6M
• Discretionary AUM: $10.5M
• Non-discretionary AUM: $64K
• Clients: 1
• Accounts: 110

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search