COLSARA NATIONAL WEALTH MANAGEMENT LLC

COLSARA NATIONAL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 305167). Regulatory assets under management: $31.8M.

Registration

• CRD: 305167
• Type: Registered investment adviser
• Phone: (914) 290-2780
• Latest filing: 2026-03-18
• Regulatory AUM: $31.8M
• Discretionary AUM: $31.8M
• Clients: 1
• Accounts: 84

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 305167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search