About COLOHAN WEALTH MANAGEMENT LLC
COLOHAN WEALTH MANAGEMENT LLC is a financial planning and investment management firm established to cater to the diverse needs of individual and corporate clients. The company was founded by experienced financial advisors who strive to provide personalized and comprehensive financial solutions.
How does the advisor help clients – Key Takeaways:
- COLOHAN WEALTH MANAGEMENT LLC offers customized financial planning services to clients of all backgrounds and financial goals.
- The company provides investment management services to help clients grow their wealth and achieve their long-term goals.
- COLOHAN WEALTH MANAGEMENT LLC pride themselves on their ability to understand each client’s unique financial situation and tailor their services accordingly.
Facts and Insights
As of 2021, COLOHAN WEALTH MANAGEMENT LLC has $500 million in assets under management. The company has a team of five experienced and qualified advisors who collectively bring over 50 years of financial planning and investment management expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 5 |
| 2020 | $400 | 4 |
| 2019 | $350 | 3 |
Financial Services Offered
COLOHAN WEALTH MANAGEMENT LLC provides a wide range of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
COLOHAN WEALTH MANAGEMENT LLC caters to a diverse range of clients, including high-net-worth individuals, families, and business owners. The company also works with corporate clients, providing retirement plans and investment management services for their employees.
Fees & Compensation
COLOHAN WEALTH MANAGEMENT LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third-party providers. The company’s fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
COLOHAN WEALTH MANAGEMENT LLC was founded in 2015 by John and Sarah Colohan, both certified financial planners with over 20 years of experience in the industry. The company’s headquarters are located in New York City, with a satellite office in Los Angeles. The founders’ mission is to provide clients with personalized financial solutions and services that help them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, COLOHAN WEALTH MANAGEMENT LLC is regulated by the Securities and Exchange Commission (SEC). The company has a clean record, with no regulatory or disciplinary actions taken against the firm or its advisors.